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American Institute for Advanced Investment Management’s Amgen AMGN Stock Holding History

American Institute for Advanced Investment 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
2024
Q4 		– Sell
-755
Closed -$243K – 134
2024
Q3 		$243K Hold
755
– – 0.17% 126
2024
Q2 		$236K Buy
+755
New +$222K 0.18% 122
2024
Q1 		– Sell
-695
Closed -$200K – 129
2023
Q4 		$200K Sell
695
-115
-14% -$31.3K 0.18% 119
2023
Q3 		$218K Buy
+810
New +$202K 0.2% 109

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

American Institute for Advanced Investment Management's AMGN Position: Q4 2024 in Review

American Institute for Advanced Investment Management sold out of Amgen (AMGN) in Q4 2024, closing a stake of 755 shares — an estimated $243K sold.

American Institute for Advanced Investment Management first reported a position in AMGN in Q3 2023 and held it in 4 quarters. The position peaked at $243K in Q3 2024. 2,856 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

  • American Institute for Advanced Investment Management reported no remaining Amgen position as of Q4 2024 after selling out during the quarter.
  • American Institute for Advanced Investment Management sold 755 Amgen shares in Q4 2024, an estimated $243K.
  • American Institute for Advanced Investment Management first reported a position in Amgen in Q3 2023 and held it in 4 quarters.
  • American Institute for Advanced Investment Management's Amgen position peaked at $243K in Q3 2024.
  • 2,856 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on American Institute for Advanced Investment Management's 13F filing for Q4 2024, filed 23 Jan 2025.