McGlone Suttner Wealth Management’s Amgen AMGN Stock Holding History

McGlone Suttner 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 Q3	–	Sell	-786	Closed	-$226K	–	170
2024 Q2	$226K	Buy	+786	New	+$231K	0.05%	146
2024 Q1	–	Sell	-786	Closed	-$226K	–	195
2023 Q4	$226K	Sell	786 -18	-2%	-$4.9K	0.04%	146
2023 Q3	$216K	Buy	+804	New	+$201K	0.05%	131
2023 Q1	–	Sell	-1,120	Closed	-$294K	–	141
2022 Q4	$294K	Buy	+1,120	New	+$300K	0.09%	98

Other funds holding AMGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

McGlone Suttner Wealth Management's AMGN Position: Q3 2024 in Review

McGlone Suttner Wealth Management sold out of Amgen (AMGN) in Q3 2024, closing a stake of 786 shares — an estimated $226K sold.

McGlone Suttner Wealth Management first reported a position in AMGN in Q4 2022 and held it in 4 quarters. The position peaked at $294K in Q4 2022. 2,824 funds tracked by Wall St. Rank hold AMGN as of Q3 2024.

McGlone Suttner Wealth Management reported no remaining Amgen position as of Q3 2024 after selling out during the quarter.
McGlone Suttner Wealth Management sold 786 Amgen shares in Q3 2024, an estimated $226K.
McGlone Suttner Wealth Management first reported a position in Amgen in Q4 2022 and held it in 4 quarters.
McGlone Suttner Wealth Management's Amgen position peaked at $294K in Q4 2022.
2,824 funds tracked by Wall St. Rank held Amgen as of Q3 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.