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Bright Futures Wealth Management’s Amgen AMGN Stock Holding History

Bright Futures 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
-3,126
Closed -$986K – 132
2024
Q3 		$986K Sell
3,126
-325
-9% -$106K 0.48% 65
2024
Q2 		$1.15M Buy
3,451
+65
+2% +$19.1K 0.62% 43
2024
Q1 		$1.06M Buy
+3,386
New +$991K 0.57% 48

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

Bright Futures Wealth Management's AMGN Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Amgen (AMGN) in Q4 2024, closing a stake of 3,126 shares — an estimated $986K sold.

Bright Futures Wealth Management first reported a position in AMGN in Q1 2024 and held it in 3 quarters. The position peaked at $1.15M in Q2 2024. 2,856 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining Amgen position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 3,126 Amgen shares in Q4 2024, an estimated $986K.
  • Bright Futures Wealth Management first reported a position in Amgen in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's Amgen position peaked at $1.15M in Q2 2024.
  • 2,856 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.