LA
AMGN icon

Latitude Advisors’s Amgen AMGN Stock Holding History

Latitude Advisors’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 		– Sell
-708
Closed -$228K – 186
2024
Q3 		$228K Sell
708
-100
-12% -$32.7K 0.13% 172
2024
Q2 		$252K Buy
+808
New +$237K 0.15% 140
2024
Q1 		– Sell
-729
Closed -$210K – 183
2023
Q4 		$210K Sell
729
-32
-4% -$8.72K 0.15% 155
2023
Q3 		$205K Sell
761
-294
-28% -$73.4K 0.15% 155
2023
Q2 		$234K Buy
1,055
+130
+14% +$30.2K 0.16% 136
2023
Q1 		$224K Buy
925
+111
+14% +$27.2K 0.16% 146
2022
Q4 		$214K Sell
814
-227
-22% -$60.9K 0.16% 148
2022
Q3 		$235K Buy
1,041
+38
+4% +$9.21K 0.19% 119
2022
Q2 		$244K Sell
1,003
-2,294
-70% -$562K 0.22% 113
2022
Q1 		$797K Sell
3,297
-117
-3% -$26.9K 0.18% 117
2021
Q4 		$768K Buy
3,414
+468
+16% +$98.8K 0.21% 103
2021
Q3 		$626K Buy
2,946
+1,570
+114% +$361K 0.2% 104
2021
Q2 		$335K Buy
1,376
+54
+4% +$13.3K 0.25% 97
2021
Q1 		$329K Buy
1,322
+354
+37% +$84.5K 0.27% 93
2020
Q4 		$223K Buy
+968
New +$223K 0.2% 117

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

Latitude Advisors's AMGN Position: Q4 2024 in Review

Latitude Advisors sold out of Amgen (AMGN) in Q4 2024, closing a stake of 708 shares — an estimated $228K sold.

Latitude Advisors first reported a position in AMGN in Q4 2020 and held it in 15 quarters. The position peaked at $797K in Q1 2022. 2,855 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

  • Latitude Advisors reported no remaining Amgen position as of Q4 2024 after selling out during the quarter.
  • Latitude Advisors sold 708 Amgen shares in Q4 2024, an estimated $228K.
  • Latitude Advisors first reported a position in Amgen in Q4 2020 and held it in 15 quarters.
  • Latitude Advisors's Amgen position peaked at $797K in Q1 2022.
  • 2,855 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on Latitude Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.