FWM
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Focused Wealth Management’s Amgen AMGN Stock Holding History

Focused Wealth Management’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
2020
Q4 		– Sell
-5,000
Closed -$28K – 811
2020
Q3 		$28K Buy
+5,000
New +$1.24M 0.01% 376
2016
Q1 		– Sell
-3,500
Closed -$10K – 649
2015
Q4 		$10K Buy
+3,500
New +$550K 0.01% 401

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

Focused Wealth Management's AMGN Position: Q1 2024 in Review

Focused Wealth Management sold out of Amgen (AMGN) in Q1 2024, closing a stake of 243 shares — an estimated $70K sold.

Focused Wealth Management first reported a position in AMGN in Q3 2013 and held it in 38 quarters. The position peaked at $325K in Q4 2019. 2,715 funds tracked by Wall St. Rank hold AMGN as of Q1 2024.

  • Focused Wealth Management reported no remaining Amgen position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 243 Amgen shares in Q1 2024, an estimated $70K.
  • Focused Wealth Management first reported a position in Amgen in Q3 2013 and held it in 38 quarters.
  • Focused Wealth Management's Amgen position peaked at $325K in Q4 2019.
  • 2,715 funds tracked by Wall St. Rank held Amgen as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.