KSWA
AMGN icon

Kathleen S. Wright Associates’s Amgen AMGN Stock Holding History

Kathleen S. Wright Associates’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
2023
Q3 		– Sell
-25
Closed -$5.55K – 194
2023
Q2 		$5.55K Hold
25
– – ﹤0.01% 147
2023
Q1 		$6.04K Sell
25
-487
-95% -$120K ﹤0.01% 144
2022
Q4 		$135K Hold
512
– – 0.09% 95
2022
Q3 		$116K Buy
+512
New +$124K 0.09% 94

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kathleen S. Wright Associates's AMGN Position: Q3 2023 in Review

Kathleen S. Wright Associates sold out of Amgen (AMGN) in Q3 2023, closing a stake of 25 shares — an estimated $5.55K sold.

Kathleen S. Wright Associates first reported a position in AMGN in Q3 2022 and held it in 4 quarters. The position peaked at $135K in Q4 2022. 2,501 funds tracked by Wall St. Rank hold AMGN as of Q3 2023.

  • Kathleen S. Wright Associates reported no remaining Amgen position as of Q3 2023 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 25 Amgen shares in Q3 2023, an estimated $5.55K.
  • Kathleen S. Wright Associates first reported a position in Amgen in Q3 2022 and held it in 4 quarters.
  • Kathleen S. Wright Associates's Amgen position peaked at $135K in Q4 2022.
  • 2,501 funds tracked by Wall St. Rank held Amgen as of Q3 2023.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2023, filed 23 Oct 2023.