AIA
AMGN icon

Alera Investment Advisors’s Amgen AMGN Stock Holding History

Alera Investment Advisors’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
Q3 		$597K Buy
1,852
+116
+7% +$37.9K 0.07% 121
2024
Q2 		$542K Buy
1,736
+936
+117% +$275K 0.07% 121
2024
Q1 		$227K Buy
+800
New +$234K 0.03% 155
2023
Q2 		– Sell
-978
Closed -$237K – 173
2023
Q1 		$237K Sell
978
-200
-17% -$49.1K 0.05% 156
2022
Q4 		$309K Sell
1,178
-227
-16% -$60.9K 0.07% 144
2022
Q3 		$317K Buy
1,405
+21
+2% +$5.09K 0.09% 138
2022
Q2 		$337K Buy
+1,384
New +$339K 0.09% 138
2019
Q2 		– Sell
-1,361
Closed -$259K – 119
2019
Q1 		$259K Sell
1,361
-411
-23% -$78.5K 0.13% 59
2018
Q4 		$345K Buy
+1,772
New +$346K 0.21% 57

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Alera Investment Advisors's AMGN Position: Q3 2024 in Review

Alera Investment Advisors increased its Amgen (AMGN) stake by 6.7% in Q3 2024, buying an estimated $37.9K and bringing the position to 1,852 shares worth $597K. The position accounts for 0.07% of the portfolio, ranked #121.

Alera Investment Advisors first reported a position in AMGN in Q4 2018 and has held it in 9 quarters since. 2,824 funds tracked by Wall St. Rank hold AMGN as of Q3 2024.

  • Alera Investment Advisors held 1,852 shares of Amgen worth $597K as of Q3 2024.
  • Alera Investment Advisors bought 116 Amgen shares in Q3 2024, an estimated $37.9K.
  • Amgen made up 0.07% of Alera Investment Advisors's portfolio in Q3 2024, its #121 holding.
  • Alera Investment Advisors first reported a position in Amgen in Q4 2018 and has held it in 9 quarters since.
  • 2,824 funds tracked by Wall St. Rank held Amgen as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.