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DFPG Investments’s Amgen AMGN Stock Holding History

DFPG Investments’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
2023
Q4 		$3.27M Buy
10,859
+4,415
+69% +$1.2M 0.25% 99
2023
Q3 		$1.7M Buy
6,444
+434
+7% +$108K 0.16% 146
2023
Q2 		$1.39M Buy
6,010
+548
+10% +$127K 0.13% 169
2023
Q1 		$1.32M Sell
5,462
-1,267
-19% -$311K 0.14% 156
2022
Q4 		$1.84M Buy
6,729
+4,572
+212% +$1.23M 0.3% 90
2022
Q3 		$543K Buy
+2,157
New +$523K 0.23% 81
2021
Q1 		– Sell
-1,309
Closed -$312K – 160
2020
Q4 		$312K Buy
1,309
+21
+2% +$4.84K 0.14% 117
2020
Q3 		$332K Buy
1,288
+35
+3% +$8.67K 0.18% 114
2020
Q2 		$317K Buy
1,253
+14
+1% +$3.19K 0.19% 115
2020
Q1 		$275K Sell
1,239
-195
-14% -$42.6K 0.21% 110
2019
Q4 		$347K Buy
1,434
+53
+4% +$11.7K 0.23% 105
2019
Q3 		$271K Buy
1,381
+17
+1% +$3.26K 0.22% 114
2019
Q2 		$248K Sell
1,364
-180
-12% -$32.2K 0.24% 122
2019
Q1 		$297K Buy
1,544
+9
+0.6% +$1.72K 0.32% 92
2018
Q4 		$299K Buy
+1,535
New +$299K 0.4% 86

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DFPG Investments's AMGN Position: Q4 2023 in Review

DFPG Investments increased its Amgen (AMGN) stake by 69% in Q4 2023, buying an estimated $1.2M and bringing the position to 10,859 shares worth $3.27M. The position accounts for 0.25% of the portfolio, ranked #99.

DFPG Investments first reported a position in AMGN in Q4 2018 and has held it in 15 quarters since. 2,714 funds tracked by Wall St. Rank hold AMGN as of Q4 2023.

  • DFPG Investments held 10,859 shares of Amgen worth $3.27M as of Q4 2023.
  • DFPG Investments bought 4,415 Amgen shares in Q4 2023, an estimated $1.2M.
  • Amgen made up 0.25% of DFPG Investments's portfolio in Q4 2023, its #99 holding.
  • DFPG Investments first reported a position in Amgen in Q4 2018 and has held it in 15 quarters since.
  • 2,714 funds tracked by Wall St. Rank held Amgen as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.