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Vahanian & Associates Financial Planning’s Advanced Micro Devices AMD Stock Holding History

Vahanian & Associates Financial Planning’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
Q4 		$645K Sell
4,375
-1,700
-28% -$200K 2.55% 12
2023
Q3 		$625K Buy
6,075
+120
+2% +$13K 2.01% 13
2023
Q2 		$678K Buy
5,955
+1,075
+22% +$112K 2.14% 15
2023
Q1 		$478K Buy
+4,880
New +$397K 1.33% 21
2022
Q1 		– Sell
-4,539
Closed -$653K – 67
2021
Q4 		$653K Buy
+4,539
New +$610K 0.53% 48

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Vahanian & Associates Financial Planning's AMD Position: Q4 2023 in Review

Vahanian & Associates Financial Planning reduced its Advanced Micro Devices (AMD) stake by 28% in Q4 2023, selling an estimated $200K and leaving 4,375 shares worth $645K. The position accounts for 2.55% of the portfolio, ranked #12.

Vahanian & Associates Financial Planning first reported a position in AMD in Q4 2021 and has held it in 5 quarters since. The position peaked at $678K in Q2 2023. 2,302 funds tracked by Wall St. Rank hold AMD as of Q4 2023.

  • Vahanian & Associates Financial Planning held 4,375 shares of Advanced Micro Devices worth $645K as of Q4 2023.
  • Vahanian & Associates Financial Planning sold 1,700 Advanced Micro Devices shares in Q4 2023, an estimated $200K.
  • Advanced Micro Devices made up 2.55% of Vahanian & Associates Financial Planning's portfolio in Q4 2023, its #12 holding.
  • Vahanian & Associates Financial Planning first reported a position in Advanced Micro Devices in Q4 2021 and has held it in 5 quarters since.
  • Vahanian & Associates Financial Planning's Advanced Micro Devices position peaked at $678K in Q2 2023.
  • 2,302 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q4 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q4 2023, filed 25 Jan 2024.