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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Heritage Wealth Partners's AMD Position: Q1 2025 in Review

Heritage Wealth Partners reduced its Advanced Micro Devices (AMD) stake by 12% in Q1 2025, selling an estimated $44.6K and leaving 2,927 shares worth $301K. The position accounts for 0.46% of the portfolio, ranked #41.

Heritage Wealth Partners first reported a position in AMD in Q2 2023 and has held it in 7 quarters since. The position peaked at $553K in Q3 2024. 2,319 funds tracked by Wall St. Rank hold AMD as of Q1 2025.

Heritage Wealth Partners held 2,927 shares of Advanced Micro Devices worth $301K as of Q1 2025.
Heritage Wealth Partners sold 401 Advanced Micro Devices shares in Q1 2025, an estimated $44.6K.
Advanced Micro Devices made up 0.46% of Heritage Wealth Partners's portfolio in Q1 2025, its #41 holding.
Heritage Wealth Partners first reported a position in Advanced Micro Devices in Q2 2023 and has held it in 7 quarters since.
Heritage Wealth Partners's Advanced Micro Devices position peaked at $553K in Q3 2024.
2,319 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.