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

Jeppson 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
2020
Q4 		– Sell
-540
Closed -$44K – 150
2020
Q3 		$44K Buy
+540
New +$40.1K 0.03% 234

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jeppson Wealth Management's AMD Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Advanced Micro Devices (AMD) in Q4 2020, closing a stake of 540 shares — an estimated $44K sold.

Jeppson Wealth Management first reported a position in AMD in Q3 2020 and held it in 1 quarter. The position peaked at $44K in Q3 2020. 1,264 funds tracked by Wall St. Rank hold AMD as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Advanced Micro Devices position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 540 Advanced Micro Devices shares in Q4 2020, an estimated $44K.
  • Jeppson Wealth Management first reported a position in Advanced Micro Devices in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Advanced Micro Devices position peaked at $44K in Q3 2020.
  • 1,264 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.