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Connectus Wealth’s Amgen AMGN Stock Holding History

Connectus Wealth’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 		$1.65M Sell
5,787
-1,117
-16% -$327K 0.05% 205
2023
Q4 		$1.99M Sell
6,904
-1,677
-20% -$457K 0.04% 265
2023
Q3 		$2.31M Buy
8,581
+1,042
+14% +$260K 0.05% 237
2023
Q2 		$1.68M Sell
7,539
-66
-0.9% -$15.3K 0.04% 239
2023
Q1 		$1.84M Buy
7,605
+1,382
+22% +$339K 0.05% 231
2022
Q4 		$1.64M Sell
6,223
-376
-6% -$101K 0.04% 224
2022
Q3 		$1.49M Buy
6,599
+211
+3% +$51.1K 0.03% 284
2022
Q2 		$1.56M Buy
6,388
+1,395
+28% +$342K 0.04% 219
2022
Q1 		$1.12M Sell
4,993
-12,410
-71% -$2.85M 0.04% 230
2021
Q4 		$3.92M Buy
+17,403
New +$3.67M 0.15% 88

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

Connectus Wealth's AMGN Position: Q1 2024 in Review

Connectus Wealth reduced its Amgen (AMGN) stake by 16% in Q1 2024, selling an estimated $327K and leaving 5,787 shares worth $1.65M. The position accounts for 0.05% of the portfolio, ranked #205.

Connectus Wealth first reported a position in AMGN in Q4 2021 and has held it in 10 quarters since. The position peaked at $3.92M in Q4 2021. 2,715 funds tracked by Wall St. Rank hold AMGN as of Q1 2024.

  • Connectus Wealth held 5,787 shares of Amgen worth $1.65M as of Q1 2024.
  • Connectus Wealth sold 1,117 Amgen shares in Q1 2024, an estimated $327K.
  • Amgen made up 0.05% of Connectus Wealth's portfolio in Q1 2024, its #205 holding.
  • Connectus Wealth first reported a position in Amgen in Q4 2021 and has held it in 10 quarters since.
  • Connectus Wealth's Amgen position peaked at $3.92M in Q4 2021.
  • 2,715 funds tracked by Wall St. Rank held Amgen as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.