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Avitas Wealth Management’s Amgen AMGN Stock Holding History

Avitas 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
Q4 		– Sell
-8,385
Closed -$2.7M – 192
2024
Q3 		$2.7M Buy
8,385
+151
+2% +$49.4K 0.38% 68
2024
Q2 		$2.57M Buy
8,234
+1,839
+29% +$540K 0.38% 67
2024
Q1 		$1.82M Buy
+6,395
New +$1.87M 0.28% 92
2023
Q3 		– Sell
-2,054
Closed -$456K – 203
2023
Q2 		$456K Sell
2,054
-33
-2% -$7.66K 0.08% 160
2023
Q1 		$505K Sell
2,087
-1,455
-41% -$357K 0.1% 155
2022
Q4 		$930K Sell
3,542
-8
-0.2% -$2.14K 0.2% 117
2022
Q3 		$800K Buy
3,550
+15
+0.4% +$3.64K 0.18% 121
2022
Q2 		$860K Sell
3,535
-82
-2% -$20.1K 0.19% 126
2022
Q1 		$875K Buy
+3,617
New +$831K 0.16% 134
2020
Q2 		– Sell
-11,317
Closed -$2.29M – 171
2020
Q1 		$2.29M Sell
11,317
-2,695
-19% -$589K 1.04% 32
2019
Q4 		$3.38M Buy
14,012
+148
+1% +$32.6K 0.87% 50
2019
Q3 		$2.68M Buy
13,864
+2,464
+22% +$473K 0.74% 62
2019
Q2 		$2.1M Sell
11,400
-130
-1% -$23.3K 0.58% 81
2019
Q1 		$2.19M Buy
11,530
+47
+0.4% +$8.97K 0.64% 72
2018
Q4 		$2.23M Sell
11,483
-50
-0.4% -$9.76K 0.73% 66
2018
Q3 		$2.39M Buy
11,533
+267
+2% +$52.6K 0.68% 68
2018
Q2 		$2.08M Buy
+11,266
New +$1.99M 0.65% 74

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 $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avitas Wealth Management's AMGN Position: Q4 2024 in Review

Avitas Wealth Management sold out of Amgen (AMGN) in Q4 2024, closing a stake of 8,385 shares — an estimated $2.7M sold.

Avitas Wealth Management first reported a position in AMGN in Q2 2018 and held it in 17 quarters. The position peaked at $3.38M in Q4 2019. 2,855 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

  • Avitas Wealth Management reported no remaining Amgen position as of Q4 2024 after selling out during the quarter.
  • Avitas Wealth Management sold 8,385 Amgen shares in Q4 2024, an estimated $2.7M.
  • Avitas Wealth Management first reported a position in Amgen in Q2 2018 and held it in 17 quarters.
  • Avitas Wealth Management's Amgen position peaked at $3.38M in Q4 2019.
  • 2,855 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.