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Coulter & Justus Financial Services’s Amgen AMGN Stock Holding History

Coulter & Justus Financial Services’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 		– Sell
-1,600
Closed -$461K – 94
2023
Q4 		$461K Hold
1,600
– – 0.31% 23
2023
Q3 		$430K Hold
1,600
– – 0.31% 27
2023
Q2 		$355K Hold
1,600
– – 0.24% 30
2023
Q1 		$387K Hold
1,600
– – 0.25% 33
2022
Q4 		$420K Hold
1,600
– – 0.29% 33
2022
Q3 		$361K Hold
1,600
– – 0.28% 30
2022
Q2 		$389K Buy
+1,600
New +$392K 0.31% 29
2022
Q1 		– Sell
-1,600
Closed -$360K – 14
2021
Q4 		$360K Buy
+1,600
New +$338K 0.28% 36

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

Coulter & Justus Financial Services's AMGN Position: Q1 2024 in Review

Coulter & Justus Financial Services sold out of Amgen (AMGN) in Q1 2024, closing a stake of 1,600 shares — an estimated $461K sold.

Coulter & Justus Financial Services first reported a position in AMGN in Q4 2021 and held it in 8 quarters. The position peaked at $461K in Q4 2023. 2,715 funds tracked by Wall St. Rank hold AMGN as of Q1 2024.

  • Coulter & Justus Financial Services reported no remaining Amgen position as of Q1 2024 after selling out during the quarter.
  • Coulter & Justus Financial Services sold 1,600 Amgen shares in Q1 2024, an estimated $461K.
  • Coulter & Justus Financial Services first reported a position in Amgen in Q4 2021 and held it in 8 quarters.
  • Coulter & Justus Financial Services's Amgen position peaked at $461K in Q4 2023.
  • 2,715 funds tracked by Wall St. Rank held Amgen as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.