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Curi Wealth Management’s Advanced Micro Devices AMD Stock Holding History

Curi Wealth Management’s Portfolio AMD Stock Details AMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,500
Closed -$115K – 203
2022
Q2 		$115K Hold
1,500
– – 0.02% 160
2022
Q1 		$164K Buy
1,500
+485
+48% +$57.9K 0.03% 126
2021
Q4 		$146K Buy
+1,015
New +$136K 0.03% 124
2021
Q1 		– Sell
-1,015
Closed -$93K – 110
2020
Q4 		$93K Buy
+1,015
New +$87.6K 0.07% 116

Other funds holding AMD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Curi Wealth Management's AMD Position: Q3 2022 in Review

Curi Wealth Management sold out of Advanced Micro Devices (AMD) in Q3 2022, closing a stake of 1,500 shares — an estimated $115K sold.

Curi Wealth Management first reported a position in AMD in Q4 2020 and held it in 4 quarters. The position peaked at $164K in Q1 2022. 1,645 funds tracked by Wall St. Rank hold AMD as of Q3 2022.

  • Curi Wealth Management reported no remaining Advanced Micro Devices position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 1,500 Advanced Micro Devices shares in Q3 2022, an estimated $115K.
  • Curi Wealth Management first reported a position in Advanced Micro Devices in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Advanced Micro Devices position peaked at $164K in Q1 2022.
  • 1,645 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.