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Curi Wealth Management’s Amgen AMGN Stock Holding History

Curi Wealth Management’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
-1,186
Closed -$342K – 9
2023
Q4 		$342K Sell
1,186
-6
-0.5% -$1.64K 0.05% 113
2023
Q3 		$320K Sell
1,192
-278
-19% -$69.4K 0.05% 109
2023
Q2 		$326K Sell
1,470
-2,105
-59% -$488K 0.04% 122
2023
Q1 		$864K Sell
3,575
-4
-0.1% -$982 0.12% 79
2022
Q4 		$940K Sell
3,579
-1,362
-28% -$365K 0.13% 83
2022
Q3 		$1.11M Buy
4,941
+3,779
+325% +$916K 0.18% 64
2022
Q2 		$283K Buy
1,162
+63
+6% +$15.4K 0.05% 92
2022
Q1 		$265K Buy
1,099
+390
+55% +$89.6K 0.05% 97
2021
Q4 		$159K Buy
+709
New +$150K 0.03% 122
2021
Q2 		– Sell
-826
Closed -$205K – 93
2021
Q1 		$205K Buy
826
+32
+4% +$7.63K 0.13% 87
2020
Q4 		$182K Buy
+794
New +$183K 0.13% 85

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

Curi Wealth Management's AMGN Position: Q1 2024 in Review

Curi Wealth Management sold out of Amgen (AMGN) in Q1 2024, closing a stake of 1,186 shares — an estimated $342K sold.

Curi Wealth Management first reported a position in AMGN in Q4 2020 and held it in 11 quarters. The position peaked at $1.11M in Q3 2022. 2,715 funds tracked by Wall St. Rank hold AMGN as of Q1 2024.

  • Curi Wealth Management reported no remaining Amgen position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 1,186 Amgen shares in Q1 2024, an estimated $342K.
  • Curi Wealth Management first reported a position in Amgen in Q4 2020 and held it in 11 quarters.
  • Curi Wealth Management's Amgen position peaked at $1.11M in Q3 2022.
  • 2,715 funds tracked by Wall St. Rank held Amgen as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.