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Obsidian Personal Planning Solutions’s Amgen AMGN Stock Holding History

Obsidian Personal Planning Solutions’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
-891
Closed -$244K – 98
2024
Q1 		$244K Buy
891
+10
+1% +$2.93K 0.16% 75
2023
Q4 		$254K Buy
881
+55
+7% +$15K 0.19% 66
2023
Q3 		$222K Buy
+826
New +$206K 0.19% 68

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

Obsidian Personal Planning Solutions's AMGN Position: Q2 2024 in Review

Obsidian Personal Planning Solutions sold out of Amgen (AMGN) in Q2 2024, closing a stake of 891 shares — an estimated $244K sold.

Obsidian Personal Planning Solutions first reported a position in AMGN in Q3 2023 and held it in 3 quarters. The position peaked at $254K in Q4 2023. 2,784 funds tracked by Wall St. Rank hold AMGN as of Q2 2024.

  • Obsidian Personal Planning Solutions reported no remaining Amgen position as of Q2 2024 after selling out during the quarter.
  • Obsidian Personal Planning Solutions sold 891 Amgen shares in Q2 2024, an estimated $244K.
  • Obsidian Personal Planning Solutions first reported a position in Amgen in Q3 2023 and held it in 3 quarters.
  • Obsidian Personal Planning Solutions's Amgen position peaked at $254K in Q4 2023.
  • 2,784 funds tracked by Wall St. Rank held Amgen as of Q2 2024.

Based on Obsidian Personal Planning Solutions's 13F filing for Q2 2024, filed 25 Jul 2024.