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Fernwood Investment Management’s Amgen AMGN Stock Holding History

Fernwood Investment Management’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 		– Sell
-53
Closed -$15.1K – 216
2024
Q1 		$15.1K Buy
+53
New +$15.5K ﹤0.01% 492

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

Fernwood Investment Management's AMGN Position: Q2 2024 in Review

Fernwood Investment Management sold out of Amgen (AMGN) in Q2 2024, closing a stake of 53 shares — an estimated $15.1K sold.

Fernwood Investment Management first reported a position in AMGN in Q1 2024 and held it in 1 quarter. The position peaked at $15.1K in Q1 2024. 2,785 funds tracked by Wall St. Rank hold AMGN as of Q2 2024.

  • Fernwood Investment Management reported no remaining Amgen position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 53 Amgen shares in Q2 2024, an estimated $15.1K.
  • Fernwood Investment Management first reported a position in Amgen in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Amgen position peaked at $15.1K in Q1 2024.
  • 2,785 funds tracked by Wall St. Rank held Amgen as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.