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Maltin Wealth Management’s Amgen AMGN Stock Holding History

Maltin 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
2024
Q1 		– Sell
-3,663
Closed -$1.06M – 121
2023
Q4 		$1.06M Buy
3,663
+25
+0.7% +$6.81K 0.67% 52
2023
Q3 		$978K Buy
+3,638
New +$908K 0.68% 51

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Maltin Wealth Management's AMGN Position: Q1 2024 in Review

Maltin Wealth Management sold out of Amgen (AMGN) in Q1 2024, closing a stake of 3,663 shares — an estimated $1.06M sold.

Maltin Wealth Management first reported a position in AMGN in Q3 2023 and held it in 2 quarters. The position peaked at $1.06M in Q4 2023. 2,721 funds tracked by Wall St. Rank hold AMGN as of Q1 2024.

  • Maltin Wealth Management reported no remaining Amgen position as of Q1 2024 after selling out during the quarter.
  • Maltin Wealth Management sold 3,663 Amgen shares in Q1 2024, an estimated $1.06M.
  • Maltin Wealth Management first reported a position in Amgen in Q3 2023 and held it in 2 quarters.
  • Maltin Wealth Management's Amgen position peaked at $1.06M in Q4 2023.
  • 2,721 funds tracked by Wall St. Rank held Amgen as of Q1 2024.

Based on Maltin Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.