Ownership history in Avondale Wealth Management Β· 29 quarters on record
This page tracks every 13F SEC filing in which Avondale Wealth Management reported a position in ADVANCED MICRO DEVICES INC COM (AMD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Avondale Wealth Management outperformed the S&P 500 by +30.5% annually on this AMD position. Timing score: 61% (11/18 decisions correct). Average cost basis: $103.51. Maximum drawdown during holding period: β56.0%.
π₯ Exceptional β beat the S&P 500 by 30.5% per year on this position.
28 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
11 of 18 add/trim decisions correct
Best entry: $18.46 (2018 Q4) Β· Worst: $164.08 (2024 Q3)
πͺ Held through 2 major drawdowns (>20%).
9 adds Β· 9 trims. Bought during 5 of 10 down-price quarters. π More buys than sells across the holding period.
π Avondale Wealth Management has been actively increasing its AMD allocation β a bullish signal from insiders.
Currently 1.17% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size