Heritage Oak Wealth Advisors’s Amgen AMGN Stock Holding History

Heritage Oak Wealth 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 Q3	–	Sell	-1,872	Closed	-$585K	–	151
2024 Q2	$585K	Buy	+1,872	New	+$550K	0.3%	46

Other funds holding AMGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Heritage Oak Wealth Advisors's AMGN Position: Q3 2024 in Review

Heritage Oak Wealth Advisors sold out of Amgen (AMGN) in Q3 2024, closing a stake of 1,872 shares — an estimated $585K sold.

Heritage Oak Wealth Advisors first reported a position in AMGN in Q2 2024 and held it in 1 quarter. The position peaked at $585K in Q2 2024. 2,824 funds tracked by Wall St. Rank hold AMGN as of Q3 2024.

Heritage Oak Wealth Advisors reported no remaining Amgen position as of Q3 2024 after selling out during the quarter.
Heritage Oak Wealth Advisors sold 1,872 Amgen shares in Q3 2024, an estimated $585K.
Heritage Oak Wealth Advisors first reported a position in Amgen in Q2 2024 and held it in 1 quarter.
Heritage Oak Wealth Advisors's Amgen position peaked at $585K in Q2 2024.
2,824 funds tracked by Wall St. Rank held Amgen as of Q3 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.