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Cassady Schiller Wealth Management’s Amgen AMGN Stock Holding History

Cassady Schiller 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 		$59.4K Buy
228
+23
+11% +$6.82K 0.02% 194
2024
Q3 		$66.1K Hold
205
– – 0.02% 182
2024
Q2 		$64.1K Sell
205
-18
-8% -$5.29K 0.03% 177
2024
Q1 		$63.4K Buy
223
+4
+2% +$1.17K 0.03% 192
2023
Q4 		$63.1K Hold
219
– – 0.03% 184
2023
Q3 		$58.9K Buy
219
+18
+9% +$4.49K 0.03% 181
2023
Q2 		$44.6K Sell
201
-100
-33% -$23.2K 0.02% 209
2023
Q1 		$72.8K Sell
301
-109
-27% -$26.8K 0.03% 167
2022
Q4 		$108K Buy
+410
New +$110K 0.07% 130
2022
Q1 		– Sell
-409
Closed -$92K – 133
2021
Q4 		$92K Buy
+409
New +$86.3K 0.06% 139

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

Cassady Schiller Wealth Management's AMGN Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Amgen (AMGN) stake by 11% in Q4 2024, buying an estimated $6.82K and bringing the position to 228 shares worth $59.4K. The position accounts for 0.02% of the portfolio, ranked #194.

Cassady Schiller Wealth Management first reported a position in AMGN in Q4 2021 and has held it in 10 quarters since. The position peaked at $108K in Q4 2022. 2,855 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

  • Cassady Schiller Wealth Management held 228 shares of Amgen worth $59.4K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 23 Amgen shares in Q4 2024, an estimated $6.82K.
  • Amgen made up 0.02% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #194 holding.
  • Cassady Schiller Wealth Management first reported a position in Amgen in Q4 2021 and has held it in 10 quarters since.
  • Cassady Schiller Wealth Management's Amgen position peaked at $108K in Q4 2022.
  • 2,855 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.