AWM
AMGN icon

Alterna Wealth Management’s Amgen AMGN Stock Holding History

Alterna 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
2023
Q3 		– Sell
-914
Closed -$203K – 74
2023
Q2 		$203K Buy
914
+33
+4% +$7.66K 0.24% 99
2023
Q1 		$213K Sell
881
-48
-5% -$11.8K 0.27% 88
2022
Q4 		$244K Hold
929
– – 0.27% 66
2022
Q3 		$209K Buy
929
+96
+12% +$23.3K 0.25% 67
2022
Q2 		$203K Buy
+833
New +$204K 0.21% 75
2019
Q1 		– Sell
-6,416
Closed -$1.1M – 115
2018
Q4 		$1.1M Buy
+6,416
New +$1.25M 0.18% 88

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alterna Wealth Management's AMGN Position: Q3 2023 in Review

Alterna Wealth Management sold out of Amgen (AMGN) in Q3 2023, closing a stake of 914 shares — an estimated $203K sold.

Alterna Wealth Management first reported a position in AMGN in Q4 2018 and held it in 6 quarters. The position peaked at $1.1M in Q4 2018. 2,501 funds tracked by Wall St. Rank hold AMGN as of Q3 2023.

  • Alterna Wealth Management reported no remaining Amgen position as of Q3 2023 after selling out during the quarter.
  • Alterna Wealth Management sold 914 Amgen shares in Q3 2023, an estimated $203K.
  • Alterna Wealth Management first reported a position in Amgen in Q4 2018 and held it in 6 quarters.
  • Alterna Wealth Management's Amgen position peaked at $1.1M in Q4 2018.
  • 2,501 funds tracked by Wall St. Rank held Amgen as of Q3 2023.

Based on Alterna Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.