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Carl Stuart Investment Advisor’s Amgen AMGN Stock Holding History

Carl Stuart Investment Advisor’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 		– Sell
-836
Closed -$241K – 16
2023
Q4 		$241K Hold
836
– – 0.16% 26
2023
Q3 		$223K Buy
+836
New +$209K 0.18% 18
2023
Q1 		– Sell
-836
Closed -$220K – 41
2022
Q4 		$220K Buy
+836
New +$224K 0.2% 23
2022
Q3 		– Sell
-836
Closed -$207K – 25
2022
Q2 		$207K Hold
836
– – 0.18% 25
2022
Q1 		$2.02M Buy
+836
New +$192K 0.15% 26

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carl Stuart Investment Advisor's AMGN Position: Q1 2024 in Review

Carl Stuart Investment Advisor sold out of Amgen (AMGN) in Q1 2024, closing a stake of 836 shares — an estimated $241K sold.

Carl Stuart Investment Advisor first reported a position in AMGN in Q1 2022 and held it in 5 quarters. The position peaked at $2.02M in Q1 2022. 2,715 funds tracked by Wall St. Rank hold AMGN as of Q1 2024.

  • Carl Stuart Investment Advisor reported no remaining Amgen position as of Q1 2024 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 836 Amgen shares in Q1 2024, an estimated $241K.
  • Carl Stuart Investment Advisor first reported a position in Amgen in Q1 2022 and held it in 5 quarters.
  • Carl Stuart Investment Advisor's Amgen position peaked at $2.02M in Q1 2022.
  • 2,715 funds tracked by Wall St. Rank held Amgen as of Q1 2024.

Based on Carl Stuart Investment Advisor's 13F filing for Q1 2024, filed 24 Apr 2024.