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KFA Private Wealth Group’s Amgen AMGN Stock Holding History

KFA Private Wealth Group’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 		– Sell
-1,752
Closed -$498K – 78
2024
Q1 		$498K Buy
1,752
+324
+23% +$94.8K 0.15% 61
2023
Q4 		$411K Buy
1,428
+96
+7% +$26.2K 0.15% 60
2023
Q3 		$358K Sell
1,332
-37
-3% -$9.23K 0.15% 56
2023
Q2 		$304K Sell
1,369
-110
-7% -$25.5K 0.13% 61
2023
Q1 		$358K Buy
1,479
+94
+7% +$23.1K 0.16% 55
2022
Q4 		$364K Buy
1,385
+105
+8% +$28.1K 0.19% 44
2022
Q3 		$288K Sell
1,280
-18
-1% -$4.36K 0.15% 50
2022
Q2 		$316K Sell
1,298
-5
-0.4% -$1.23K 0.17% 50
2022
Q1 		$315K Sell
1,303
-13
-1% -$2.99K 0.16% 57
2021
Q4 		$296K Sell
1,316
-156
-11% -$32.9K 0.15% 59
2021
Q3 		$313K Buy
1,472
+57
+4% +$13.1K 0.17% 54
2021
Q2 		$345K Sell
1,415
-64
-4% -$15.7K 0.19% 50
2021
Q1 		$368K Buy
1,479
+74
+5% +$17.7K 0.21% 47
2020
Q4 		$323K Buy
1,405
+55
+4% +$12.7K 0.21% 51
2020
Q3 		$343K Buy
1,350
+163
+14% +$40.4K 0.26% 46
2020
Q2 		$280K Sell
1,187
-70
-6% -$16K 0.27% 41
2020
Q1 		$255K Buy
1,257
+115
+10% +$25.1K 0.3% 41
2019
Q4 		$275K Buy
+1,142
New +$252K 0.25% 42

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

KFA Private Wealth Group's AMGN Position: Q2 2024 in Review

KFA Private Wealth Group sold out of Amgen (AMGN) in Q2 2024, closing a stake of 1,752 shares — an estimated $498K sold.

KFA Private Wealth Group first reported a position in AMGN in Q4 2019 and held it in 18 quarters. The position peaked at $498K in Q1 2024. 2,784 funds tracked by Wall St. Rank hold AMGN as of Q2 2024.

  • KFA Private Wealth Group reported no remaining Amgen position as of Q2 2024 after selling out during the quarter.
  • KFA Private Wealth Group sold 1,752 Amgen shares in Q2 2024, an estimated $498K.
  • KFA Private Wealth Group first reported a position in Amgen in Q4 2019 and held it in 18 quarters.
  • KFA Private Wealth Group's Amgen position peaked at $498K in Q1 2024.
  • 2,784 funds tracked by Wall St. Rank held Amgen as of Q2 2024.

Based on KFA Private Wealth Group's 13F filing for Q2 2024, filed 7 Aug 2024.