CM Wealth Advisors’s Amgen AMGN Stock Holding History

CM 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 Q2	–	Sell	-1,299	Closed	-$390K	–	83
2024 Q1	$390K	Buy	+1,299	New	+$380K	0.11%	105
2023 Q3	–	Sell	-1,116	Closed	-$264K	–	84
2023 Q2	$264K	Buy	+1,116	New	+$259K	0.09%	122

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

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CM Wealth Advisors's AMGN Position: Q2 2024 in Review

CM Wealth Advisors sold out of Amgen (AMGN) in Q2 2024, closing a stake of 1,299 shares — an estimated $390K sold.

CM Wealth Advisors first reported a position in AMGN in Q2 2023 and held it in 2 quarters. The position peaked at $390K in Q1 2024. 2,784 funds tracked by Wall St. Rank hold AMGN as of Q2 2024.

CM Wealth Advisors reported no remaining Amgen position as of Q2 2024 after selling out during the quarter.
CM Wealth Advisors sold 1,299 Amgen shares in Q2 2024, an estimated $390K.
CM Wealth Advisors first reported a position in Amgen in Q2 2023 and held it in 2 quarters.
CM Wealth Advisors's Amgen position peaked at $390K in Q1 2024.
2,784 funds tracked by Wall St. Rank held Amgen as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.