Aspire Wealth Management’s Amgen AMGN Stock Holding History

Aspire 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
2024 Q3	$443K	Hold	1,374	–	–	0.24%	69
2024 Q2	$429K	Hold	1,374	–	–	0.25%	68
2024 Q1	$391K	Hold	1,374	–	–	0.24%	69
2023 Q4	$396K	Hold	1,374	–	–	0.27%	62
2023 Q3	$369K	Hold	1,374	–	–	0.28%	59
2023 Q2	$305K	Sell	1,374 -10	-0.7%	-$2.32K	0.23%	63
2023 Q1	$335K	Hold	1,384	–	–	0.27%	63
2022 Q4	$363K	Sell	1,384 -40	-3%	-$10.7K	0.32%	55
2022 Q3	$321K	Hold	1,424	–	–	0.3%	59
2022 Q2	$346K	Hold	1,424	–	–	0.32%	59
2022 Q1	$344K	Buy	1,424 +10	+0.7%	+$2.3K	0.27%	61
2021 Q4	$318K	Buy	+1,414	New	+$298K	0.26%	63

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Aspire Wealth Management's AMGN Position: Q3 2024 in Review

Aspire Wealth Management held its Amgen (AMGN) position steady in Q3 2024 at 1,374 shares worth $443K. The position accounts for 0.24% of the portfolio, ranked #69.

Aspire Wealth Management first reported a position in AMGN in Q4 2021 and has held it in 12 quarters since. 2,823 funds tracked by Wall St. Rank hold AMGN as of Q3 2024.

Aspire Wealth Management held 1,374 shares of Amgen worth $443K as of Q3 2024.
Aspire Wealth Management left its Amgen share count unchanged in Q3 2024.
Amgen made up 0.24% of Aspire Wealth Management's portfolio in Q3 2024, its #69 holding.
Aspire Wealth Management first reported a position in Amgen in Q4 2021 and has held it in 12 quarters since.
2,823 funds tracked by Wall St. Rank held Amgen as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.