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Acorn Financial Advisory Services’s Amgen AMGN Stock Holding History

Acorn Financial Advisory Services’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
-764
Closed -$220K – 209
2023
Q4 		$220K Sell
764
-18
-2% -$4.9K 0.04% 231
2023
Q3 		$210K Buy
+782
New +$195K 0.04% 231
2021
Q3 		– Sell
-1,051
Closed -$256K – 213
2021
Q2 		$256K Buy
1,051
+68
+7% +$16.7K 0.08% 210
2021
Q1 		$245K Hold
983
– – 0.09% 181
2020
Q4 		$227K Hold
983
– – 0.09% 203
2020
Q3 		$250K Buy
983
+2
+0.2% +$495 0.13% 180
2020
Q2 		$231K Sell
981
-118
-11% -$26.9K 0.16% 173
2020
Q1 		$222K Sell
1,099
-21
-2% -$4.59K 0.22% 142
2019
Q4 		$269K Buy
+1,120
New +$247K 0.23% 137

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Acorn Financial Advisory Services's AMGN Position: Q1 2024 in Review

Acorn Financial Advisory Services sold out of Amgen (AMGN) in Q1 2024, closing a stake of 764 shares — an estimated $220K sold.

Acorn Financial Advisory Services first reported a position in AMGN in Q4 2019 and held it in 9 quarters. The position peaked at $269K in Q4 2019. 2,715 funds tracked by Wall St. Rank hold AMGN as of Q1 2024.

  • Acorn Financial Advisory Services reported no remaining Amgen position as of Q1 2024 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 764 Amgen shares in Q1 2024, an estimated $220K.
  • Acorn Financial Advisory Services first reported a position in Amgen in Q4 2019 and held it in 9 quarters.
  • Acorn Financial Advisory Services's Amgen position peaked at $269K in Q4 2019.
  • 2,715 funds tracked by Wall St. Rank held Amgen as of Q1 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.