AlphaQ Advisors’s Amgen AMGN Stock Holding History

AlphaQ 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
2023 Q4	–	Sell	-821	Closed	-$221K	–	155
2023 Q3	$221K	Buy	+821	New	+$205K	0.19%	145
2023 Q1	–	Sell	-860	Closed	-$226K	–	161
2022 Q4	$226K	Buy	+860	New	+$231K	0.2%	117

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 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 Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AlphaQ Advisors's AMGN Position: Q4 2023 in Review

AlphaQ Advisors sold out of Amgen (AMGN) in Q4 2023, closing a stake of 821 shares — an estimated $221K sold.

AlphaQ Advisors first reported a position in AMGN in Q4 2022 and held it in 2 quarters. The position peaked at $226K in Q4 2022. 2,715 funds tracked by Wall St. Rank hold AMGN as of Q4 2023.

AlphaQ Advisors reported no remaining Amgen position as of Q4 2023 after selling out during the quarter.
AlphaQ Advisors sold 821 Amgen shares in Q4 2023, an estimated $221K.
AlphaQ Advisors first reported a position in Amgen in Q4 2022 and held it in 2 quarters.
AlphaQ Advisors's Amgen position peaked at $226K in Q4 2022.
2,715 funds tracked by Wall St. Rank held Amgen as of Q4 2023.

Based on AlphaQ Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.