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Montz Harcus Wealth Management’s Advanced Micro Devices AMD Stock Holding History

Montz Harcus 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
2024
Q4 		– Sell
-1,414
Closed -$232K – 75
2024
Q3 		$232K Buy
1,414
+141
+11% +$21.4K 0.14% 66
2024
Q2 		$206K Sell
1,273
-11
-0.9% -$1.77K 0.13% 66
2024
Q1 		$232K Buy
+1,284
New +$224K 0.16% 56

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Montz Harcus Wealth Management's AMD Position: Q4 2024 in Review

Montz Harcus Wealth Management sold out of Advanced Micro Devices (AMD) in Q4 2024, closing a stake of 1,414 shares — an estimated $232K sold.

Montz Harcus Wealth Management first reported a position in AMD in Q1 2024 and held it in 3 quarters. The position peaked at $232K in Q3 2024. 2,477 funds tracked by Wall St. Rank hold AMD as of Q4 2024.

  • Montz Harcus Wealth Management reported no remaining Advanced Micro Devices position as of Q4 2024 after selling out during the quarter.
  • Montz Harcus Wealth Management sold 1,414 Advanced Micro Devices shares in Q4 2024, an estimated $232K.
  • Montz Harcus Wealth Management first reported a position in Advanced Micro Devices in Q1 2024 and held it in 3 quarters.
  • Montz Harcus Wealth Management's Advanced Micro Devices position peaked at $232K in Q3 2024.
  • 2,477 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q4 2024.

Based on Montz Harcus Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.