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Okabena Investment Services’s Amgen AMGN Stock Holding History

Okabena Investment 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
2023
Q2 		– Sell
-5,756
Closed -$470K – 157
2023
Q1 		$470K Buy
5,756
+5,702
+10,559% +$1.4M 0.33% 54
2022
Q4 		$14.2K Buy
+54
New +$14.5K 0.01% 124
2022
Q3 		– Sell
-139
Closed -$34K – 167
2022
Q2 		$34K Hold
139
– – 0.02% 144
2022
Q1 		$34K Sell
139
-30
-18% -$6.89K 0.01% 155
2021
Q4 		$38K Buy
+169
New +$35.7K 0.01% 162

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Okabena Investment Services's AMGN Position: Q2 2023 in Review

Okabena Investment Services sold out of Amgen (AMGN) in Q2 2023, closing a stake of 5,756 shares — an estimated $470K sold.

Okabena Investment Services first reported a position in AMGN in Q4 2021 and held it in 5 quarters. The position peaked at $470K in Q1 2023. 2,390 funds tracked by Wall St. Rank hold AMGN as of Q2 2023.

  • Okabena Investment Services reported no remaining Amgen position as of Q2 2023 after selling out during the quarter.
  • Okabena Investment Services sold 5,756 Amgen shares in Q2 2023, an estimated $470K.
  • Okabena Investment Services first reported a position in Amgen in Q4 2021 and held it in 5 quarters.
  • Okabena Investment Services's Amgen position peaked at $470K in Q1 2023.
  • 2,390 funds tracked by Wall St. Rank held Amgen as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.