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Estate Counselors’s Amgen AMGN Stock Holding History

Estate Counselors’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
-4,210
Closed -$1.21M – 115
2023
Q4 		$1.21M Hold
4,210
– – 0.15% 92
2023
Q3 		$1.13M Buy
+4,210
New +$1.05M 0.15% 92
2021
Q1 		– Sell
-4,080
Closed -$938K – 167
2020
Q4 		$938K Buy
4,080
+1,740
+74% +$401K 0.14% 78
2020
Q3 		$595K Buy
2,340
+10
+0.4% +$2.48K 0.09% 71
2020
Q2 		$549K Buy
2,330
+60
+3% +$13.7K 0.09% 80
2020
Q1 		$460K Buy
+2,270
New +$496K 0.08% 82

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

Estate Counselors's AMGN Position: Q1 2024 in Review

Estate Counselors sold out of Amgen (AMGN) in Q1 2024, closing a stake of 4,210 shares — an estimated $1.21M sold.

Estate Counselors first reported a position in AMGN in Q1 2020 and held it in 6 quarters. The position peaked at $1.21M in Q4 2023. 2,715 funds tracked by Wall St. Rank hold AMGN as of Q1 2024.

  • Estate Counselors reported no remaining Amgen position as of Q1 2024 after selling out during the quarter.
  • Estate Counselors sold 4,210 Amgen shares in Q1 2024, an estimated $1.21M.
  • Estate Counselors first reported a position in Amgen in Q1 2020 and held it in 6 quarters.
  • Estate Counselors's Amgen position peaked at $1.21M in Q4 2023.
  • 2,715 funds tracked by Wall St. Rank held Amgen as of Q1 2024.

Based on Estate Counselors's 13F filing for Q1 2024, filed 14 May 2024.