Alterity Financial Group’s Amgen AMGN Stock Holding History

Alterity Financial Group’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	$469K	Sell	1,628 -25	-2%	-$6.81K	0.67%	44
2023 Q3	$444K	Hold	1,653	–	–	0.7%	41
2023 Q2	$367K	Sell	1,653 -122	-7%	-$28.3K	0.53%	49
2023 Q1	$429K	Hold	1,775	–	–	0.63%	42
2022 Q4	$466K	Sell	1,775 -200	-10%	-$53.6K	0.76%	41
2022 Q3	$445K	Sell	1,975 -150	-7%	-$36.4K	0.72%	40
2022 Q2	$517K	Buy	+2,125	New	+$521K	0.77%	40
2021 Q4	$484K	Buy	+2,150	New	+$454K	0.52%	54
2021 Q1	$514K	Buy	+2,125	New	+$507K	0.62%	48

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

Alterity Financial Group's AMGN Position: Q4 2023 in Review

Alterity Financial Group reduced its Amgen (AMGN) stake by 1.5% in Q4 2023, selling an estimated $6.81K and leaving 1,628 shares worth $469K. The position accounts for 0.67% of the portfolio, ranked #44.

Alterity Financial Group first reported a position in AMGN in Q1 2021 and has held it in 9 quarters since. The position peaked at $517K in Q2 2022. 2,714 funds tracked by Wall St. Rank hold AMGN as of Q4 2023.

Alterity Financial Group held 1,628 shares of Amgen worth $469K as of Q4 2023.
Alterity Financial Group sold 25 Amgen shares in Q4 2023, an estimated $6.81K.
Amgen made up 0.67% of Alterity Financial Group's portfolio in Q4 2023, its #44 holding.
Alterity Financial Group first reported a position in Amgen in Q1 2021 and has held it in 9 quarters since.
Alterity Financial Group's Amgen position peaked at $517K in Q2 2022.
2,714 funds tracked by Wall St. Rank held Amgen as of Q4 2023.

Based on Alterity Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.