Polaris Wealth Advisory Group’s Advanced Micro Devices AMD Stock Holding History

Polaris Wealth Advisory Group’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
2023 Q3	$4.51M	Buy	43,822 +2,576	+6%	+$280K	0.34%	80
2023 Q2	$4.7M	Buy	+41,246	New	+$4.29M	0.36%	80
2023 Q1	–	Sell	-31,967	Closed	-$2.21M	–	174
2022 Q4	$2.21M	Buy	31,967 +21,224	+198%	+$1.4M	0.16%	90
2022 Q3	$621K	Sell	10,743 -70,674	-87%	-$6.02M	0.05%	110
2022 Q2	$6.23M	Buy	81,417 +63,623	+358%	+$5.96M	0.5%	50
2022 Q1	$1.85M	Buy	17,794 +2,648	+17%	+$316K	0.12%	83
2021 Q4	$2.18M	Buy	15,146 +1,251	+9%	+$168K	0.13%	89
2021 Q3	$1.48M	Buy	+13,895	New	+$1.42M	0.09%	92
2021 Q2	–	Sell	-94,056	Closed	-$7.78M	–	172
2021 Q1	$7.78M	Buy	94,056 +31,998	+52%	+$2.76M	0.5%	63
2020 Q4	$5.87M	Buy	62,058 +10,708	+21%	+$924K	0.44%	72
2020 Q3	$4.42M	Sell	51,350 -18,559	-27%	-$1.38M	0.42%	64
2020 Q2	$3.68M	Buy	+69,909	New	+$3.71M	0.29%	69
2018 Q2	–	Sell	-486	Closed	-$5K	–	255
2018 Q1	$5K	Buy	+486	New	+$5.76K	﹤0.01%	400

Other funds holding AMD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Polaris Wealth Advisory Group's AMD Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its Advanced Micro Devices (AMD) stake by 6.2% in Q3 2023, buying an estimated $280K and bringing the position to 43,822 shares worth $4.51M. The position accounts for 0.34% of the portfolio, ranked #80.

Polaris Wealth Advisory Group first reported a position in AMD in Q1 2018 and has held it in 13 quarters since. The position peaked at $7.78M in Q1 2021. 1,983 funds tracked by Wall St. Rank hold AMD as of Q3 2023.

Polaris Wealth Advisory Group held 43,822 shares of Advanced Micro Devices worth $4.51M as of Q3 2023.
Polaris Wealth Advisory Group bought 2,576 Advanced Micro Devices shares in Q3 2023, an estimated $280K.
Advanced Micro Devices made up 0.34% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #80 holding.
Polaris Wealth Advisory Group first reported a position in Advanced Micro Devices in Q1 2018 and has held it in 13 quarters since.
Polaris Wealth Advisory Group's Advanced Micro Devices position peaked at $7.78M in Q1 2021.
1,983 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.