Delap Wealth Advisory’s Amgen AMGN Stock Holding History

Delap Wealth Advisory’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	-1,177	Closed	-$335K	–	130
2024 Q1	$335K	Buy	+1,177	New	+$344K	0.14%	133

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

Delap Wealth Advisory's AMGN Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Amgen (AMGN) in Q2 2024, closing a stake of 1,177 shares — an estimated $335K sold.

Delap Wealth Advisory first reported a position in AMGN in Q1 2024 and held it in 1 quarter. The position peaked at $335K in Q1 2024. 2,785 funds tracked by Wall St. Rank hold AMGN as of Q2 2024.

Delap Wealth Advisory reported no remaining Amgen position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 1,177 Amgen shares in Q2 2024, an estimated $335K.
Delap Wealth Advisory first reported a position in Amgen in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Amgen position peaked at $335K in Q1 2024.
2,785 funds tracked by Wall St. Rank held Amgen as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.