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Kiely Wealth Advisory Group’s Amgen AMGN Stock Holding History

Kiely Wealth Advisory 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
Q4 		$459K Hold
1,556
– – 0.3% 27
2024
Q3 		$466K Hold
1,556
– – 0.3% 23
2024
Q2 		$502K Hold
1,556
– – 0.28% 17
2024
Q1 		$427K Hold
1,556
– – 0.24% 17
2023
Q4 		$483K Buy
+1,556
New +$424K 0.28% 18

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kiely Wealth Advisory Group's AMGN Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Amgen (AMGN) position steady in Q4 2024 at 1,556 shares worth $459K. The position accounts for 0.3% of the portfolio, ranked #27.

Kiely Wealth Advisory Group first reported a position in AMGN in Q4 2023 and has held it in 5 quarters since. The position peaked at $502K in Q2 2024. 2,855 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

  • Kiely Wealth Advisory Group held 1,556 shares of Amgen worth $459K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Amgen share count unchanged in Q4 2024.
  • Amgen made up 0.3% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #27 holding.
  • Kiely Wealth Advisory Group first reported a position in Amgen in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Amgen position peaked at $502K in Q2 2024.
  • 2,855 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.