Able Wealth Management’s Amgen AMGN Stock Holding History

Able 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 Q1	–	Sell	-14	Closed	-$4.16K	–	110
2023 Q4	$4.16K	Buy	+14	New	+$3.81K	﹤0.01%	365

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Able Wealth Management's AMGN Position: Q1 2024 in Review

Able Wealth Management sold out of Amgen (AMGN) in Q1 2024, closing a stake of 14 shares — an estimated $4.16K sold.

Able Wealth Management first reported a position in AMGN in Q4 2023 and held it in 1 quarter. The position peaked at $4.16K in Q4 2023. 2,716 funds tracked by Wall St. Rank hold AMGN as of Q1 2024.

Able Wealth Management reported no remaining Amgen position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 14 Amgen shares in Q1 2024, an estimated $4.16K.
Able Wealth Management first reported a position in Amgen in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Amgen position peaked at $4.16K in Q4 2023.
2,716 funds tracked by Wall St. Rank held Amgen as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.