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First Personal Financial Services’s Amgen AMGN Stock Holding History

First Personal 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
Q3 		$5.19M Sell
16,092
-1,587
-9% -$519K 1.1% 37
2024
Q2 		$5.52M Sell
17,679
-20
-0.1% -$5.88K 1.25% 33
2024
Q1 		$5.03M Sell
17,699
-740
-4% -$217K 1.17% 35
2023
Q4 		$5.31M Sell
18,439
-190
-1% -$51.8K 1.29% 34
2023
Q3 		$5.01M Buy
18,629
+783
+4% +$195K 1.3% 34
2023
Q2 		$3.96M Buy
17,846
+9,139
+105% +$2.12M 0.98% 38
2023
Q1 		$2.1M Buy
8,707
+8,075
+1,278% +$1.98M 0.55% 51
2022
Q4 		$166K Buy
632
+125
+25% +$33.5K 0.05% 120
2022
Q3 		$114K Buy
507
+112
+28% +$27.1K 0.03% 144
2022
Q2 		$96K Hold
395
– – 0.03% 139
2022
Q1 		$96K Sell
395
-16
-4% -$3.68K 0.02% 150
2021
Q4 		$92K Sell
411
-59
-13% -$12.5K 0.02% 154
2021
Q3 		$100K Hold
470
– – 0.02% 151
2021
Q2 		$115K Hold
470
– – 0.03% 143
2021
Q1 		$117K Sell
470
-75
-14% -$17.9K 0.03% 138
2020
Q4 		$125K Sell
545
-54
-9% -$12.4K 0.04% 137
2020
Q3 		$152K Hold
599
– – 0.05% 122
2020
Q2 		$141K Sell
599
-20
-3% -$4.56K 0.05% 127
2020
Q1 		$125K Sell
619
-116
-16% -$25.3K 0.05% 133
2019
Q4 		$177K Sell
735
-508
-41% -$112K 0.06% 125
2019
Q3 		$241K Sell
1,243
-1,103
-47% -$212K 0.07% 121
2019
Q2 		$432K Buy
2,346
+4
+0.2% +$716 0.12% 123
2019
Q1 		$445K Sell
2,342
-140
-6% -$26.7K 0.14% 120
2018
Q4 		$483K Sell
2,482
-50
-2% -$9.76K 0.17% 111
2018
Q3 		$525K Sell
2,532
-303
-11% -$59.7K 0.17% 114
2018
Q2 		$523K Sell
2,835
-342
-11% -$60.5K 0.18% 113
2018
Q1 		$542K Sell
3,177
-25
-0.8% -$4.59K 0.12% 143
2017
Q4 		$557K Sell
3,202
-2,314
-42% -$410K 0.11% 147
2017
Q3 		$1.03M Sell
5,516
-51
-0.9% -$9.04K 0.22% 97
2017
Q2 		$959K Buy
5,567
+2,736
+97% +$445K 0.21% 100
2017
Q1 		$464K Sell
2,831
-143
-5% -$23.8K 0.11% 128
2016
Q4 		$435K Sell
2,974
-91
-3% -$13.7K 0.11% 132
2016
Q3 		$511K Buy
3,065
+41
+1% +$6.93K 0.15% 112
2016
Q2 		$460K Buy
3,024
+453
+18% +$70.4K 0.16% 112
2016
Q1 		$385K Hold
2,571
– – 0.19% 97
2015
Q4 		$417K Sell
2,571
-43
-2% -$6.76K 0.23% 89
2015
Q3 		$362K Hold
2,614
– – 0.22% 93
2015
Q2 		$402K Buy
2,614
+1
+0% +$160 0.24% 90
2015
Q1 		$418K Sell
2,613
-338
-11% -$53.2K 0.25% 90
2014
Q4 		$470K Buy
+2,951
New +$460K 0.28% 88

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

First Personal Financial Services's AMGN Position: Q3 2024 in Review

First Personal Financial Services reduced its Amgen (AMGN) stake by 9% in Q3 2024, selling an estimated $519K and leaving 16,092 shares worth $5.19M. The position accounts for 1.1% of the portfolio, ranked #37.

First Personal Financial Services first reported a position in AMGN in Q4 2014 and has held it in 40 quarters since. The position peaked at $5.52M in Q2 2024. 2,823 funds tracked by Wall St. Rank hold AMGN as of Q3 2024.

  • First Personal Financial Services held 16,092 shares of Amgen worth $5.19M as of Q3 2024.
  • First Personal Financial Services sold 1,587 Amgen shares in Q3 2024, an estimated $519K.
  • Amgen made up 1.1% of First Personal Financial Services's portfolio in Q3 2024, its #37 holding.
  • First Personal Financial Services first reported a position in Amgen in Q4 2014 and has held it in 40 quarters since.
  • First Personal Financial Services's Amgen position peaked at $5.52M in Q2 2024.
  • 2,823 funds tracked by Wall St. Rank held Amgen as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.