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Epic Trust Investment Advisors’s Amgen AMGN Stock Holding History

Epic Trust Investment Advisors’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 		$423K Buy
1,354
+127
+10% +$37.3K 0.47% 51
2024
Q1 		$349K Buy
1,227
+16
+1% +$4.68K 0.43% 64
2023
Q4 		$349K Sell
1,211
-70
-5% -$19.1K 0.47% 58
2023
Q3 		$344K Sell
1,281
-94
-7% -$23.5K 0.54% 55
2023
Q2 		$305K Buy
1,375
+36
+3% +$8.35K 0.43% 59
2023
Q1 		$324K Buy
+1,339
New +$329K 0.39% 69

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

Epic Trust Investment Advisors's AMGN Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its Amgen (AMGN) stake by 10% in Q2 2024, buying an estimated $37.3K and bringing the position to 1,354 shares worth $423K. The position accounts for 0.47% of the portfolio, ranked #51.

Epic Trust Investment Advisors first reported a position in AMGN in Q1 2023 and has held it in 6 quarters since. 2,785 funds tracked by Wall St. Rank hold AMGN as of Q2 2024.

  • Epic Trust Investment Advisors held 1,354 shares of Amgen worth $423K as of Q2 2024.
  • Epic Trust Investment Advisors bought 127 Amgen shares in Q2 2024, an estimated $37.3K.
  • Amgen made up 0.47% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #51 holding.
  • Epic Trust Investment Advisors first reported a position in Amgen in Q1 2023 and has held it in 6 quarters since.
  • 2,785 funds tracked by Wall St. Rank held Amgen as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.