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WealthSource Partners’s Advanced Micro Devices AMD Stock Holding History

WealthSource Partners’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 		$1.25M Sell
8,493
-1,793
-17% -$211K 0.08% 172
2023
Q3 		$1.06M Sell
10,286
-320
-3% -$34.7K 0.07% 186
2023
Q2 		$1.21M Sell
10,606
-572
-5% -$59.5K 0.08% 175
2023
Q1 		$1.1M Sell
11,178
-148
-1% -$12K 0.07% 184
2022
Q4 		$734K Sell
11,326
-2,415
-18% -$159K 0.05% 235
2022
Q3 		$871K Buy
13,741
+2,100
+18% +$179K 0.06% 214
2022
Q2 		$890K Buy
11,641
+815
+8% +$76.3K 0.07% 207
2022
Q1 		$1.18M Buy
10,826
+7,342
+211% +$876K 0.08% 186
2021
Q4 		$501K Buy
3,484
+175
+5% +$23.5K 0.04% 312
2021
Q3 		$340K Buy
3,309
+135
+4% +$13.8K 0.03% 365
2021
Q2 		$298K Buy
3,174
+490
+18% +$39.6K 0.03% 368
2021
Q1 		$211K Buy
+2,684
New +$231K 0.02% 402
2018
Q3 		– Sell
-10,050
Closed -$151K – 316
2018
Q2 		$151K Buy
+10,050
New +$128K 0.04% 291

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

WealthSource Partners's AMD Position: Q4 2023 in Review

WealthSource Partners reduced its Advanced Micro Devices (AMD) stake by 17% in Q4 2023, selling an estimated $211K and leaving 8,493 shares worth $1.25M. The position accounts for 0.08% of the portfolio, ranked #172.

WealthSource Partners first reported a position in AMD in Q2 2018 and has held it in 13 quarters since. 2,303 funds tracked by Wall St. Rank hold AMD as of Q4 2023.

  • WealthSource Partners held 8,493 shares of Advanced Micro Devices worth $1.25M as of Q4 2023.
  • WealthSource Partners sold 1,793 Advanced Micro Devices shares in Q4 2023, an estimated $211K.
  • Advanced Micro Devices made up 0.08% of WealthSource Partners's portfolio in Q4 2023, its #172 holding.
  • WealthSource Partners first reported a position in Advanced Micro Devices in Q2 2018 and has held it in 13 quarters since.
  • 2,303 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.