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Janiczek Wealth Management’s Amgen AMGN Stock Holding History

Janiczek 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
2024
Q2 		$194K Sell
620
-107
-15% -$31.4K 0.04% 184
2024
Q1 		$207K Sell
727
-30
-4% -$8.78K 0.04% 174
2023
Q4 		$218K Buy
757
+61
+9% +$16.6K 0.05% 153
2023
Q3 		$187K Buy
696
+377
+118% +$94.1K 0.05% 152
2023
Q2 		$70.8K Sell
319
-103
-24% -$23.9K 0.02% 268
2023
Q1 		$106K Buy
422
+118
+39% +$29K 0.03% 202
2022
Q4 		$82.4K Buy
304
+77
+34% +$20.6K 0.02% 242
2022
Q3 		$53K Sell
227
-218
-49% -$52.8K 0.02% 295
2022
Q2 		$110K Sell
445
-36
-7% -$8.82K 0.03% 192
2022
Q1 		$117K Buy
481
+243
+102% +$55.8K 0.03% 184
2021
Q4 		$54K Sell
238
-201
-46% -$42.4K 0.02% 297
2021
Q3 		$93K Sell
439
-5
-1% -$1.15K 0.03% 183
2021
Q2 		$108K Sell
444
-24
-5% -$5.9K 0.04% 145
2021
Q1 		$116K Buy
468
+168
+56% +$40.1K 0.05% 124
2020
Q4 		$69K Buy
300
+236
+369% +$54.4K 0.03% 149
2020
Q3 		$16K Buy
+64
New +$15.9K 0.01% 175

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janiczek Wealth Management's AMGN Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Amgen (AMGN) stake by 15% in Q2 2024, selling an estimated $31.4K and leaving 620 shares worth $194K. The position accounts for 0.04% of the portfolio, ranked #184.

Janiczek Wealth Management first reported a position in AMGN in Q3 2020 and has held it in 16 quarters since. The position peaked at $218K in Q4 2023. 2,784 funds tracked by Wall St. Rank hold AMGN as of Q2 2024.

  • Janiczek Wealth Management held 620 shares of Amgen worth $194K as of Q2 2024.
  • Janiczek Wealth Management sold 107 Amgen shares in Q2 2024, an estimated $31.4K.
  • Amgen made up 0.04% of Janiczek Wealth Management's portfolio in Q2 2024, its #184 holding.
  • Janiczek Wealth Management first reported a position in Amgen in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Amgen position peaked at $218K in Q4 2023.
  • 2,784 funds tracked by Wall St. Rank held Amgen as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.