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Level Financial Advisors’s Amgen AMGN Stock Holding History

Level Financial 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
Q1 		– Sell
-174
Closed -$50.1K – 83
2023
Q4 		$50.1K Hold
174
– – 0.02% 112
2023
Q3 		$46.8K Buy
174
+100
+135% +$25K 0.03% 112
2023
Q2 		$16.4K Hold
74
– – 0.01% 161
2023
Q1 		$17.9K Sell
74
-3
-4% -$736 0.01% 142
2022
Q4 		$20K Buy
77
+3
+4% +$804 0.01% 128
2022
Q3 		$17K Hold
74
– – 0.01% 146
2022
Q2 		$18K Hold
74
– – 0.01% 151
2022
Q1 		$18K Sell
74
-100
-57% -$23K 0.01% 132
2021
Q4 		$39K Buy
+174
New +$36.7K 0.03% 109

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Level Financial Advisors's AMGN Position: Q1 2024 in Review

Level Financial Advisors sold out of Amgen (AMGN) in Q1 2024, closing a stake of 174 shares — an estimated $50.1K sold.

Level Financial Advisors first reported a position in AMGN in Q4 2021 and held it in 9 quarters. The position peaked at $50.1K in Q4 2023. 2,715 funds tracked by Wall St. Rank hold AMGN as of Q1 2024.

  • Level Financial Advisors reported no remaining Amgen position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 174 Amgen shares in Q1 2024, an estimated $50.1K.
  • Level Financial Advisors first reported a position in Amgen in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's Amgen position peaked at $50.1K in Q4 2023.
  • 2,715 funds tracked by Wall St. Rank held Amgen as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.