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TMD Wealth Management’s Amgen AMGN Stock Holding History

TMD Wealth Management’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 		$227K Sell
725
-93
-11% -$27.3K 0.05% 52
2024
Q1 		$233K Buy
+818
New +$239K 0.05% 53

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

TMD Wealth Management's AMGN Position: Q2 2024 in Review

TMD Wealth Management reduced its Amgen (AMGN) stake by 11% in Q2 2024, selling an estimated $27.3K and leaving 725 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #52.

TMD Wealth Management first reported a position in AMGN in Q1 2024 and has held it in 2 quarters since. The position peaked at $233K in Q1 2024. 2,784 funds tracked by Wall St. Rank hold AMGN as of Q2 2024.

  • TMD Wealth Management held 725 shares of Amgen worth $227K as of Q2 2024.
  • TMD Wealth Management sold 93 Amgen shares in Q2 2024, an estimated $27.3K.
  • Amgen made up 0.05% of TMD Wealth Management's portfolio in Q2 2024, its #52 holding.
  • TMD Wealth Management first reported a position in Amgen in Q1 2024 and has held it in 2 quarters since.
  • TMD Wealth Management's Amgen position peaked at $233K in Q1 2024.
  • 2,784 funds tracked by Wall St. Rank held Amgen as of Q2 2024.

Based on TMD Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.