TFO Wealth Partners’s Amgen AMGN Stock Holding History

TFO Wealth 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 Q2	–	Sell	-5	Closed	-$1.42K	–	93
2024 Q1	$1.42K	Hold	5	–	–	﹤0.01%	133
2023 Q4	$1.44K	Sell	5 -150	-97%	-$40.9K	﹤0.01%	158
2023 Q3	$34.4K	Hold	155	–	–	0.01%	110
2023 Q2	$34.4K	Hold	155	–	–	0.01%	99
2023 Q1	$37.5K	Buy	155 +152	+5,067%	+$37.3K	0.01%	74
2022 Q4	$419	Buy	+3	New	+$804	﹤0.01%	507
2022 Q3	–	Sell	-37	Closed	-$9K	–	158
2022 Q2	$9K	Buy	+37	New	+$9.07K	﹤0.01%	133
2021 Q3	–	Sell	-35	Closed	-$8K	–	144
2021 Q2	$8K	Buy	+35	New	+$8.61K	﹤0.01%	72
2020 Q3	–	Sell	-30	Closed	-$7K	–	152
2020 Q2	$7K	Buy	+30	New	+$6.84K	﹤0.01%	104

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

TFO Wealth Partners's AMGN Position: Q2 2024 in Review

TFO Wealth Partners sold out of Amgen (AMGN) in Q2 2024, closing a stake of 5 shares — an estimated $1.42K sold.

TFO Wealth Partners first reported a position in AMGN in Q2 2020 and held it in 9 quarters. The position peaked at $37.5K in Q1 2023. 2,784 funds tracked by Wall St. Rank hold AMGN as of Q2 2024.

TFO Wealth Partners reported no remaining Amgen position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 5 Amgen shares in Q2 2024, an estimated $1.42K.
TFO Wealth Partners first reported a position in Amgen in Q2 2020 and held it in 9 quarters.
TFO Wealth Partners's Amgen position peaked at $37.5K in Q1 2023.
2,784 funds tracked by Wall St. Rank held Amgen as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.