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Invenio Wealth Partners’s Amgen AMGN Stock Holding History

Invenio Wealth Partners’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
2025
Q1 		– Sell
-1,110
Closed -$289K – 93
2024
Q4 		$289K Buy
1,110
+1
+0.1% +$297 0.12% 77
2024
Q3 		$357K Buy
1,109
+39
+4% +$12.8K 0.15% 64
2024
Q2 		$334K Sell
1,070
-2
-0.2% -$588 0.17% 62
2024
Q1 		$305K Buy
1,072
+108
+11% +$31.6K 0.16% 67
2023
Q4 		$278K Buy
964
+135
+16% +$36.8K 0.2% 73
2023
Q3 		$223K Buy
+829
New +$207K 0.2% 76

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invenio Wealth Partners's AMGN Position: Q1 2025 in Review

Invenio Wealth Partners sold out of Amgen (AMGN) in Q1 2025, closing a stake of 1,110 shares — an estimated $289K sold.

Invenio Wealth Partners first reported a position in AMGN in Q3 2023 and held it in 6 quarters. The position peaked at $357K in Q3 2024. 2,933 funds tracked by Wall St. Rank hold AMGN as of Q1 2025.

  • Invenio Wealth Partners reported no remaining Amgen position as of Q1 2025 after selling out during the quarter.
  • Invenio Wealth Partners sold 1,110 Amgen shares in Q1 2025, an estimated $289K.
  • Invenio Wealth Partners first reported a position in Amgen in Q3 2023 and held it in 6 quarters.
  • Invenio Wealth Partners's Amgen position peaked at $357K in Q3 2024.
  • 2,933 funds tracked by Wall St. Rank held Amgen as of Q1 2025.

Based on Invenio Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.