Atlas Private Wealth Management’s Amgen AMGN Stock Holding History

Atlas Private 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 Q1	$204K	Buy	718 +3	+0.4%	+$878	0.09%	118
2023 Q4	$206K	Buy	+715	New	+$195K	0.1%	116
2023 Q2	–	Sell	-835	Closed	-$202K	–	119
2023 Q1	$202K	Buy	+835	New	+$205K	0.12%	112
2021 Q2	–	Sell	-665	Closed	-$165K	–	127
2021 Q1	$165K	Hold	665	–	–	0.11%	124
2020 Q4	$153K	Sell	665 -75	-10%	-$17.3K	0.11%	128
2020 Q3	$188K	Hold	740	–	–	0.15%	112
2020 Q2	$175K	Hold	740	–	–	0.14%	113
2020 Q1	$150K	Buy	740 +1	+0.1%	+$218	0.14%	121
2019 Q4	$178K	Buy	+739	New	+$163K	0.14%	131

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atlas Private Wealth Management's AMGN Position: Q1 2024 in Review

Atlas Private Wealth Management increased its Amgen (AMGN) stake by 0.42% in Q1 2024, buying an estimated $878 and bringing the position to 718 shares worth $204K. The position accounts for 0.09% of the portfolio, ranked #118.

Atlas Private Wealth Management first reported a position in AMGN in Q4 2019 and has held it in 9 quarters since. The position peaked at $206K in Q4 2023. 2,716 funds tracked by Wall St. Rank hold AMGN as of Q1 2024.

Atlas Private Wealth Management held 718 shares of Amgen worth $204K as of Q1 2024.
Atlas Private Wealth Management bought 3 Amgen shares in Q1 2024, an estimated $878.
Amgen made up 0.09% of Atlas Private Wealth Management's portfolio in Q1 2024, its #118 holding.
Atlas Private Wealth Management first reported a position in Amgen in Q4 2019 and has held it in 9 quarters since.
Atlas Private Wealth Management's Amgen position peaked at $206K in Q4 2023.
2,716 funds tracked by Wall St. Rank held Amgen as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.