KI
AMGN icon

Kapitalo Investimentos’s Amgen AMGN Stock Holding History

Kapitalo Investimentos’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 		– Sell
-1,921
Closed -$553K – 279
2023
Q4 		$553K Buy
1,921
+904
+89% +$246K 0.11% 86
2023
Q3 		$273K Buy
+1,017
New +$254K 0.04% 217
2023
Q1 		– Sell
-172
Closed -$45.2K – 417
2022
Q4 		$45.2K Buy
+172
New +$46.1K 0.03% 139

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

Kapitalo Investimentos's AMGN Position: Q1 2024 in Review

Kapitalo Investimentos sold out of Amgen (AMGN) in Q1 2024, closing a stake of 1,921 shares — an estimated $553K sold.

Kapitalo Investimentos first reported a position in AMGN in Q4 2022 and held it in 3 quarters. The position peaked at $553K in Q4 2023. 2,716 funds tracked by Wall St. Rank hold AMGN as of Q1 2024.

  • Kapitalo Investimentos reported no remaining Amgen position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 1,921 Amgen shares in Q1 2024, an estimated $553K.
  • Kapitalo Investimentos first reported a position in Amgen in Q4 2022 and held it in 3 quarters.
  • Kapitalo Investimentos's Amgen position peaked at $553K in Q4 2023.
  • 2,716 funds tracked by Wall St. Rank held Amgen as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.