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Second Half Financial Partners’s Amgen AMGN Stock Holding History

Second Half 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
Q4 		– Sell
-10,591
Closed -$3.41M – 95
2024
Q3 		$3.41M Buy
+10,591
New +$3.46M 1.81% 14
2024
Q2 		– Sell
-18,925
Closed -$5.38M – 44
2024
Q1 		$5.38M Buy
+18,925
New +$5.54M 2.39% 19
2023
Q3 		– Sell
-11,385
Closed -$2.53M – 45
2023
Q2 		$2.53M Buy
+11,385
New +$2.64M 0.58% 60
2022
Q3 		– Sell
-15,711
Closed -$3.91M – 38
2022
Q2 		$3.91M Hold
15,711
– – 3.01% 13
2022
Q1 		$3.91M Buy
+15,711
New +$3.61M 3.01% 13

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Second Half Financial Partners's AMGN Position: Q4 2024 in Review

Second Half Financial Partners sold out of Amgen (AMGN) in Q4 2024, closing a stake of 10,591 shares — an estimated $3.41M sold.

Second Half Financial Partners first reported a position in AMGN in Q1 2022 and held it in 5 quarters. The position peaked at $5.38M in Q1 2024. 2,856 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

  • Second Half Financial Partners reported no remaining Amgen position as of Q4 2024 after selling out during the quarter.
  • Second Half Financial Partners sold 10,591 Amgen shares in Q4 2024, an estimated $3.41M.
  • Second Half Financial Partners first reported a position in Amgen in Q1 2022 and held it in 5 quarters.
  • Second Half Financial Partners's Amgen position peaked at $5.38M in Q1 2024.
  • 2,856 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on Second Half Financial Partners's 13F filing for Q4 2024, filed 14 Feb 2025.