Invera Wealth Advisors’s Advanced Micro Devices AMD Stock Holding History

Invera Wealth Advisors’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
2026 Q3	$4.09M	Sell	6,690 -526	-7%	-$271K	2.11%	13
2026 Q2	$4.19M	Sell	7,216 -933	-11%	-$383K	2.25%	14
2026 Q1	$1.66M	Sell	8,149 -179	-2%	-$38.2K	1.06%	29
2025 Q4	$1.78M	Sell	8,328 -796	-9%	-$179K	1.13%	26
2025 Q3	$1.48M	Sell	9,124 -432	-5%	-$69.7K	0.91%	34
2025 Q2	$1.36M	Sell	9,556 -3,109	-25%	-$338K	0.88%	35
2025 Q1	$1.3M	Buy	+12,665	New	+$1.41M	0.84%	38
2024 Q2	–	Sell	-14,615	Closed	-$2.27M	–	50
2024 Q1	$2.27M	Buy	14,615 +576	+4%	+$101K	1.92%	19
2023 Q4	$2.07M	Buy	+14,039	New	+$1.65M	1.29%	27

Other funds holding AMD

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Invera Wealth Advisors's AMD Position: Q3 2026 in Review

Invera Wealth Advisors reduced its Advanced Micro Devices (AMD) stake by 7.3% in Q3 2026, selling an estimated $271K and leaving 6,690 shares worth $4.09M. The position accounts for 2.11% of the portfolio, ranked #13.

Invera Wealth Advisors first reported a position in AMD in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.19M in Q2 2026. 2,655 funds tracked by Wall St. Rank hold AMD as of Q3 2026.

Invera Wealth Advisors held 6,690 shares of Advanced Micro Devices worth $4.09M as of Q3 2026.
Invera Wealth Advisors sold 526 Advanced Micro Devices shares in Q3 2026, an estimated $271K.
Advanced Micro Devices made up 2.11% of Invera Wealth Advisors's portfolio in Q3 2026, its #13 holding.
Invera Wealth Advisors first reported a position in Advanced Micro Devices in Q4 2023 and has held it in 9 quarters since.
Invera Wealth Advisors's Advanced Micro Devices position peaked at $4.19M in Q2 2026.
2,655 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q3 2026.

Based on Invera Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.