Telemark Asset Management’s Advanced Micro Devices AMD Stock Holding History

Telemark Asset 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	-30,000	Closed	-$5.41M	–	60
2024 Q1	$5.41M	Buy	+30,000	New	+$5.24M	0.56%	48
2023 Q3	–	Sell	-20,000	Closed	-$2.28M	–	49
2023 Q2	$2.28M	Buy	+20,000	New	+$2.08M	0.31%	48
2020 Q2	–	Sell	-100,000	Closed	-$4.55M	–	58
2020 Q1	$4.55M	Sell	100,000 -100,000	-50%	-$4.82M	1.08%	30
2019 Q4	$9.17M	Buy	+200,000	New	+$7.36M	1.33%	28
2017 Q1	–	Sell	-500,000	Closed	-$5.67M	–	46
2016 Q4	$5.67M	Buy	+500,000	New	+$4.19M	1.24%	32

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Telemark Asset Management's AMD Position: Q2 2024 in Review

Telemark Asset Management sold out of Advanced Micro Devices (AMD) in Q2 2024, closing a stake of 30,000 shares — an estimated $5.41M sold.

Telemark Asset Management first reported a position in AMD in Q4 2016 and held it in 5 quarters. The position peaked at $9.17M in Q4 2019. 2,476 funds tracked by Wall St. Rank hold AMD as of Q2 2024.

Telemark Asset Management reported no remaining Advanced Micro Devices position as of Q2 2024 after selling out during the quarter.
Telemark Asset Management sold 30,000 Advanced Micro Devices shares in Q2 2024, an estimated $5.41M.
Telemark Asset Management first reported a position in Advanced Micro Devices in Q4 2016 and held it in 5 quarters.
Telemark Asset Management's Advanced Micro Devices position peaked at $9.17M in Q4 2019.
2,476 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2024.

Based on Telemark Asset Management's 13F filing for Q2 2024, filed 9 Aug 2024.