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Marsico Capital Management’s Advanced Micro Devices AMD Stock Holding History

Marsico Capital 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
2024
Q2 		– Sell
-22,805
Closed -$4.12M – 62
2024
Q1 		$4.12M Sell
22,805
-4,635
-17% -$810K 0.14% 54
2023
Q4 		$4.04M Buy
+27,440
New +$3.23M 0.16% 57
2023
Q3 		– Sell
-662,036
Closed -$75.4M – 66
2023
Q2 		$75.4M Buy
662,036
+604,631
+1,053% +$62.9M 3.01% 13
2023
Q1 		$5.63M Buy
+57,405
New +$4.67M 0.26% 47
2022
Q2 		– Sell
-56,482
Closed -$6.18M – 91
2022
Q1 		$6.18M Buy
+56,482
New +$6.74M 0.22% 57

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Marsico Capital Management's AMD Position: Q2 2024 in Review

Marsico Capital Management sold out of Advanced Micro Devices (AMD) in Q2 2024, closing a stake of 22,805 shares — an estimated $4.12M sold.

Marsico Capital Management first reported a position in AMD in Q1 2022 and held it in 5 quarters. The position peaked at $75.4M in Q2 2023. 2,476 funds tracked by Wall St. Rank hold AMD as of Q2 2024.

  • Marsico Capital Management reported no remaining Advanced Micro Devices position as of Q2 2024 after selling out during the quarter.
  • Marsico Capital Management sold 22,805 Advanced Micro Devices shares in Q2 2024, an estimated $4.12M.
  • Marsico Capital Management first reported a position in Advanced Micro Devices in Q1 2022 and held it in 5 quarters.
  • Marsico Capital Management's Advanced Micro Devices position peaked at $75.4M in Q2 2023.
  • 2,476 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2024.

Based on Marsico Capital Management's 13F filing for Q2 2024, filed 12 Aug 2024.