Peak Financial Advisors’s Amgen AMGN Stock Holding History

Peak Financial Advisors’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	-9,944	Closed	-$2.83M	–	73
2024 Q1	$2.83M	Buy	+9,944	New	+$2.91M	1.72%	26

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Peak Financial Advisors's AMGN Position: Q2 2024 in Review

Peak Financial Advisors sold out of Amgen (AMGN) in Q2 2024, closing a stake of 9,944 shares — an estimated $2.83M sold.

Peak Financial Advisors first reported a position in AMGN in Q1 2024 and held it in 1 quarter. The position peaked at $2.83M in Q1 2024. 2,784 funds tracked by Wall St. Rank hold AMGN as of Q2 2024.

Peak Financial Advisors reported no remaining Amgen position as of Q2 2024 after selling out during the quarter.
Peak Financial Advisors sold 9,944 Amgen shares in Q2 2024, an estimated $2.83M.
Peak Financial Advisors first reported a position in Amgen in Q1 2024 and held it in 1 quarter.
Peak Financial Advisors's Amgen position peaked at $2.83M in Q1 2024.
2,784 funds tracked by Wall St. Rank held Amgen as of Q2 2024.

Based on Peak Financial Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.