HWP
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Heritage Wealth Partners’s Advanced Micro Devices AMD Stock Holding History

Heritage Wealth Partners’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
2025
Q1 		$301K Sell
2,927
-401
-12% -$44.6K 0.46% 41
2024
Q4 		$402K Sell
3,328
-40
-1% -$5.75K 0.5% 41
2024
Q3 		$553K Buy
3,368
+45
+1% +$6.84K 0.65% 36
2024
Q2 		$539K Buy
3,323
+1,581
+91% +$254K 0.78% 31
2024
Q1 		$257K Hold
1,742
– – 0.52% 32
2023
Q4 		$257K Buy
+1,742
New +$205K 0.52% 32
2023
Q3 		– Sell
-1,782
Closed -$203K – 40
2023
Q2 		$203K Buy
+1,782
New +$185K 0.12% 68

Other funds holding AMD

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return