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Core Wealth Advisors (Florida)’s Amgen AMGN Stock Holding History

Core Wealth Advisors (Florida)’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
-54
Closed -$15.4K – 61
2024
Q1 		$15.4K Hold
54
– – 0.01% 159
2023
Q4 		$15.6K Buy
+54
New +$14.7K 0.01% 151
2020
Q2 		– Sell
-12
Closed -$2K – 129
2020
Q1 		$2K Buy
12
+6
+100% +$1.31K ﹤0.01% 128
2019
Q4 		$1K Buy
+6
New +$1.32K ﹤0.01% 122

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Core Wealth Advisors (Florida)'s AMGN Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Amgen (AMGN) in Q2 2024, closing a stake of 54 shares — an estimated $15.4K sold.

Core Wealth Advisors (Florida) first reported a position in AMGN in Q4 2019 and held it in 4 quarters. The position peaked at $15.6K in Q4 2023. 2,784 funds tracked by Wall St. Rank hold AMGN as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining Amgen position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 54 Amgen shares in Q2 2024, an estimated $15.4K.
  • Core Wealth Advisors (Florida) first reported a position in Amgen in Q4 2019 and held it in 4 quarters.
  • Core Wealth Advisors (Florida)'s Amgen position peaked at $15.6K in Q4 2023.
  • 2,784 funds tracked by Wall St. Rank held Amgen as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.