FAG
AMGN icon

Financial Advisory Group’s Amgen AMGN Stock Holding History

Financial Advisory Group’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 		$295K Hold
1,037
– – 0.05% 76
2023
Q4 		$299K Hold
1,037
– – 0.06% 74
2023
Q3 		$279K Buy
1,037
+1
+0.1% +$250 0.06% 73
2023
Q2 		$230K Hold
1,036
– – 0.05% 78
2023
Q1 		$250K Hold
1,036
– – 0.05% 73
2022
Q4 		$272K Hold
1,036
– – 0.06% 76
2022
Q3 		$233K Buy
1,036
+1
+0.1% +$242 0.05% 76
2022
Q2 		$252K Buy
1,035
+8
+0.8% +$1.96K 0.05% 77
2022
Q1 		$248K Buy
1,027
+1
+0.1% +$230 0.05% 85
2021
Q4 		$231K Sell
1,026
-1
-0.1% -$211 0.05% 87
2021
Q3 		$218K Sell
1,027
-193
-16% -$44.4K 0.05% 84
2021
Q2 		$297K Buy
1,220
+191
+19% +$47K 0.07% 71
2021
Q1 		$256K Sell
1,029
-190
-16% -$45.3K 0.07% 71
2020
Q4 		$280K Buy
1,219
+190
+18% +$43.8K 0.07% 71
2020
Q3 		$262K Buy
1,029
+1
+0.1% +$248 0.08% 63
2020
Q2 		$243K Sell
1,028
-1
-0.1% -$228 0.08% 64
2020
Q1 		$209K Buy
1,029
+1
+0.1% +$218 0.07% 63
2019
Q4 		$248K Buy
+1,028
New +$227K 0.07% 71
2019
Q1 		– Sell
-1,028
Closed -$200K – 69
2018
Q4 		$200K Buy
1,028
+1
+0.1% +$195 0.06% 67
2018
Q3 		$213K Buy
+1,027
New +$202K 0.06% 64

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

Financial Advisory Group's AMGN Position: Q1 2024 in Review

Financial Advisory Group held its Amgen (AMGN) position steady in Q1 2024 at 1,037 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #76.

Financial Advisory Group first reported a position in AMGN in Q3 2018 and has held it in 20 quarters since. The position peaked at $299K in Q4 2023. 2,715 funds tracked by Wall St. Rank hold AMGN as of Q1 2024.

  • Financial Advisory Group held 1,037 shares of Amgen worth $295K as of Q1 2024.
  • Financial Advisory Group left its Amgen share count unchanged in Q1 2024.
  • Amgen made up 0.05% of Financial Advisory Group's portfolio in Q1 2024, its #76 holding.
  • Financial Advisory Group first reported a position in Amgen in Q3 2018 and has held it in 20 quarters since.
  • Financial Advisory Group's Amgen position peaked at $299K in Q4 2023.
  • 2,715 funds tracked by Wall St. Rank held Amgen as of Q1 2024.

Based on Financial Advisory Group's 13F filing for Q1 2024, filed 10 May 2024.