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Masso Torrence Wealth Management’s Amgen AMGN Stock Holding History

Masso Torrence 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
Q4 		– Sell
-3,436
Closed -$1.11M – 100
2024
Q3 		$1.11M Sell
3,436
-986
-22% -$323K 0.6% 32
2024
Q2 		$1.38M Buy
4,422
+536
+14% +$157K 0.77% 30
2024
Q1 		$1.1M Buy
3,886
+2,440
+169% +$714K 0.66% 36
2023
Q4 		$416K Buy
+1,446
New +$394K 0.28% 57

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

Masso Torrence Wealth Management's AMGN Position: Q4 2024 in Review

Masso Torrence Wealth Management sold out of Amgen (AMGN) in Q4 2024, closing a stake of 3,436 shares — an estimated $1.11M sold.

Masso Torrence Wealth Management first reported a position in AMGN in Q4 2023 and held it in 4 quarters. The position peaked at $1.38M in Q2 2024. 2,855 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

  • Masso Torrence Wealth Management reported no remaining Amgen position as of Q4 2024 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 3,436 Amgen shares in Q4 2024, an estimated $1.11M.
  • Masso Torrence Wealth Management first reported a position in Amgen in Q4 2023 and held it in 4 quarters.
  • Masso Torrence Wealth Management's Amgen position peaked at $1.38M in Q2 2024.
  • 2,855 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on Masso Torrence Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.