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Vahanian & Associates Financial Planning’s Amgen AMGN Stock Holding History

Vahanian & Associates Financial Planning’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
Q4 		$275K Sell
956
-8
-0.8% -$2.18K 1.09% 34
2023
Q3 		$259K Sell
964
-30
-3% -$7.49K 0.83% 44
2023
Q2 		$221K Sell
994
-1,190
-54% -$276K 0.7% 47
2023
Q1 		$528K Sell
2,184
-122
-5% -$29.9K 1.46% 18
2022
Q4 		$606K Buy
2,306
+103
+5% +$27.6K 1.98% 17
2022
Q3 		$497K Buy
+2,203
New +$534K 1.71% 19

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vahanian & Associates Financial Planning's AMGN Position: Q4 2023 in Review

Vahanian & Associates Financial Planning reduced its Amgen (AMGN) stake by 0.83% in Q4 2023, selling an estimated $2.18K and leaving 956 shares worth $275K. The position accounts for 1.09% of the portfolio, ranked #34.

Vahanian & Associates Financial Planning first reported a position in AMGN in Q3 2022 and has held it in 6 quarters since. The position peaked at $606K in Q4 2022. 2,714 funds tracked by Wall St. Rank hold AMGN as of Q4 2023.

  • Vahanian & Associates Financial Planning held 956 shares of Amgen worth $275K as of Q4 2023.
  • Vahanian & Associates Financial Planning sold 8 Amgen shares in Q4 2023, an estimated $2.18K.
  • Amgen made up 1.09% of Vahanian & Associates Financial Planning's portfolio in Q4 2023, its #34 holding.
  • Vahanian & Associates Financial Planning first reported a position in Amgen in Q3 2022 and has held it in 6 quarters since.
  • Vahanian & Associates Financial Planning's Amgen position peaked at $606K in Q4 2022.
  • 2,714 funds tracked by Wall St. Rank held Amgen as of Q4 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q4 2023, filed 25 Jan 2024.