Clarus Wealth Advisors’s Amgen AMGN Stock Holding History

Clarus Wealth Advisors’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	-656	Closed	-$208K	–	122
2024 Q3	$208K	Sell	656 -68	-9%	-$22.2K	0.11%	129
2024 Q2	$233K	Buy	+724	New	+$213K	0.12%	113
2024 Q1	–	Sell	-695	Closed	-$212K	–	132
2023 Q4	$212K	Buy	+695	New	+$189K	0.13%	111
2021 Q2	–	Sell	-2,304	Closed	-$574K	–	102
2021 Q1	$574K	Hold	2,304	–	–	0.36%	56
2020 Q4	$547K	Hold	2,304	–	–	0.36%	51
2020 Q3	$582K	Hold	2,304	–	–	0.45%	48
2020 Q2	$583K	Hold	2,304	–	–	0.49%	41
2020 Q1	$473K	Hold	2,304	–	–	0.47%	63
2019 Q4	$550K	Hold	2,304	–	–	0.36%	74
2019 Q3	$446K	Buy	2,304 +2,180	+1,758%	+$418K	0.33%	72
2019 Q2	$23K	Buy	124 +1	+0.8%	+$179	0.02%	349
2019 Q1	$23K	Sell	123 -16	-12%	-$3.06K	0.02%	394
2018 Q4	$27K	Buy	139 +1	+0.7%	+$195	0.04%	352
2018 Q3	$29K	Buy	138 +13	+10%	+$2.56K	0.02%	377
2018 Q2	$21K	Buy	+125	New	+$22.1K	0.02%	418

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Clarus Wealth Advisors's AMGN Position: Q4 2024 in Review

Clarus Wealth Advisors sold out of Amgen (AMGN) in Q4 2024, closing a stake of 656 shares — an estimated $208K sold.

Clarus Wealth Advisors first reported a position in AMGN in Q2 2018 and held it in 15 quarters. The position peaked at $583K in Q2 2020. 2,855 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

Clarus Wealth Advisors reported no remaining Amgen position as of Q4 2024 after selling out during the quarter.
Clarus Wealth Advisors sold 656 Amgen shares in Q4 2024, an estimated $208K.
Clarus Wealth Advisors first reported a position in Amgen in Q2 2018 and held it in 15 quarters.
Clarus Wealth Advisors's Amgen position peaked at $583K in Q2 2020.
2,855 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on Clarus Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.