Ownership history in CFM WEALTH PARTNERS LLC Β· 24 quarters on record
This page tracks every 13F SEC filing in which CFM WEALTH PARTNERS LLC reported a position in ADVANCED MICRO DEVICES INCORPORATED (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 CFM WEALTH PARTNERS LLC outperformed the S&P 500 by +22.9% annually on this AMD position. Timing score: 50% (10/20 decisions correct). Average cost basis: $65.94. Maximum drawdown during holding period: β56.0%.
π₯ Exceptional β beat the S&P 500 by 22.9% per year on this position.
23 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
10 of 20 add/trim decisions correct
Best entry: $45.86 (2019 Q4) Β· Worst: $180.49 (2024 Q1)
πͺ Held through 2 major drawdowns (>20%).
7 adds Β· 14 trims. Bought during 3 of 9 down-price quarters. π Predominantly trimming β distribution phase.
π CFM WEALTH PARTNERS LLC has been actively increasing its AMD allocation β a bullish signal from insiders.
Currently 1.4% 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