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Fermata Advisors’s Amgen AMGN Stock Holding History

Fermata 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
Q4 		– Sell
-1,312
Closed -$423K – 268
2024
Q3 		$423K Buy
1,312
+30
+2% +$9.81K 0.09% 137
2024
Q2 		$401K Buy
+1,282
New +$377K 0.09% 134
2021
Q4 		– Sell
-976
Closed -$208K – 185
2021
Q3 		$208K Sell
976
-42
-4% -$9.67K 0.09% 169
2021
Q2 		$248K Buy
+1,018
New +$250K 0.14% 123

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fermata Advisors's AMGN Position: Q4 2024 in Review

Fermata Advisors sold out of Amgen (AMGN) in Q4 2024, closing a stake of 1,312 shares — an estimated $423K sold.

Fermata Advisors first reported a position in AMGN in Q2 2021 and held it in 4 quarters. The position peaked at $423K in Q3 2024. 2,855 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

  • Fermata Advisors reported no remaining Amgen position as of Q4 2024 after selling out during the quarter.
  • Fermata Advisors sold 1,312 Amgen shares in Q4 2024, an estimated $423K.
  • Fermata Advisors first reported a position in Amgen in Q2 2021 and held it in 4 quarters.
  • Fermata Advisors's Amgen position peaked at $423K in Q3 2024.
  • 2,855 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on Fermata Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.