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Ledge Wealth Management’s Amgen AMGN Stock Holding History

Ledge Wealth Management’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
Q4 		$2.41M Sell
8,373
-189
-2% -$51.5K 0.94% 33
2023
Q3 		$2.3M Buy
8,562
+978
+13% +$244K 1.03% 29
2023
Q2 		$1.68M Sell
7,584
-950
-11% -$220K 0.8% 38
2023
Q1 		$2.06M Buy
8,534
+587
+7% +$144K 0.98% 34
2022
Q4 		$2.09M Buy
7,947
+1,516
+24% +$406K 0.95% 33
2022
Q3 		$1.45M Sell
6,431
-1,103
-15% -$267K 0.89% 36
2022
Q2 		$1.83M Buy
7,534
+628
+9% +$154K 1.13% 28
2022
Q1 		$1.67M Buy
+6,906
New +$1.59M 1.04% 30

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
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
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ledge Wealth Management's AMGN Position: Q4 2023 in Review

Ledge Wealth Management reduced its Amgen (AMGN) stake by 2.2% in Q4 2023, selling an estimated $51.5K and leaving 8,373 shares worth $2.41M. The position accounts for 0.94% of the portfolio, ranked #33.

Ledge Wealth Management first reported a position in AMGN in Q1 2022 and has held it in 8 quarters since. 2,714 funds tracked by Wall St. Rank hold AMGN as of Q4 2023.

  • Ledge Wealth Management held 8,373 shares of Amgen worth $2.41M as of Q4 2023.
  • Ledge Wealth Management sold 189 Amgen shares in Q4 2023, an estimated $51.5K.
  • Amgen made up 0.94% of Ledge Wealth Management's portfolio in Q4 2023, its #33 holding.
  • Ledge Wealth Management first reported a position in Amgen in Q1 2022 and has held it in 8 quarters since.
  • 2,714 funds tracked by Wall St. Rank held Amgen as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.