Holistic Financial Partners’s Amgen AMGN Stock Holding History

Holistic Financial Partners’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 Q1	–	Sell	-1,026	Closed	-$296K	–	137
2023 Q4	$296K	Buy	+1,026	New	+$280K	0.18%	75

Other funds holding AMGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Holistic Financial Partners's AMGN Position: Q1 2024 in Review

Holistic Financial Partners sold out of Amgen (AMGN) in Q1 2024, closing a stake of 1,026 shares — an estimated $296K sold.

Holistic Financial Partners first reported a position in AMGN in Q4 2023 and held it in 1 quarter. The position peaked at $296K in Q4 2023. 2,715 funds tracked by Wall St. Rank hold AMGN as of Q1 2024.

Holistic Financial Partners reported no remaining Amgen position as of Q1 2024 after selling out during the quarter.
Holistic Financial Partners sold 1,026 Amgen shares in Q1 2024, an estimated $296K.
Holistic Financial Partners first reported a position in Amgen in Q4 2023 and held it in 1 quarter.
Holistic Financial Partners's Amgen position peaked at $296K in Q4 2023.
2,715 funds tracked by Wall St. Rank held Amgen as of Q1 2024.

Based on Holistic Financial Partners's 13F filing for Q1 2024, filed 8 May 2024.