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Coordinated Financial Services’s Amgen AMGN Stock Holding History

Coordinated Financial Services’s Portfolio AMGN Stock Details AMGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$236K Sell
755
-198
-21% -$58.2K 0.2% 113
2024
Q1 		$271K Buy
+953
New +$279K 0.24% 101

Other funds holding AMGN

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coordinated Financial Services's AMGN Position: Q2 2024 in Review

Coordinated Financial Services reduced its Amgen (AMGN) stake by 21% in Q2 2024, selling an estimated $58.2K and leaving 755 shares worth $236K. The position accounts for 0.2% of the portfolio, ranked #113.

Coordinated Financial Services first reported a position in AMGN in Q1 2024 and has held it in 2 quarters since. The position peaked at $271K in Q1 2024. 2,784 funds tracked by Wall St. Rank hold AMGN as of Q2 2024.

  • Coordinated Financial Services held 755 shares of Amgen worth $236K as of Q2 2024.
  • Coordinated Financial Services sold 198 Amgen shares in Q2 2024, an estimated $58.2K.
  • Amgen made up 0.2% of Coordinated Financial Services's portfolio in Q2 2024, its #113 holding.
  • Coordinated Financial Services first reported a position in Amgen in Q1 2024 and has held it in 2 quarters since.
  • Coordinated Financial Services's Amgen position peaked at $271K in Q1 2024.
  • 2,784 funds tracked by Wall St. Rank held Amgen as of Q2 2024.

Based on Coordinated Financial Services's 13F filing for Q2 2024, filed 22 Jul 2024.