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MFA Wealth Advisors’s Amgen AMGN Stock Holding History

MFA Wealth 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
Q4 		– Sell
-281
Closed -$90.5K – 88
2024
Q3 		$90.5K Hold
281
– – 0.02% 138
2024
Q2 		$87.8K Buy
+281
New +$82.6K 0.02% 139
2020
Q3 		– Sell
-29
Closed -$6.84K – 47
2020
Q2 		$6.84K Buy
+29
New +$6.62K ﹤0.01% 183
2020
Q1 		– Sell
-5,054
Closed -$1.2M – 48
2019
Q4 		$1.2M Buy
5,054
+129
+3% +$28.4K 0.87% 19
2019
Q3 		$953K Buy
4,925
+100
+2% +$19.2K 0.78% 21
2019
Q2 		$889K Buy
4,825
+1,381
+40% +$247K 0.67% 24
2019
Q1 		$650K Buy
+3,444
New +$658K 0.43% 37

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

MFA Wealth Advisors's AMGN Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Amgen (AMGN) in Q4 2024, closing a stake of 281 shares — an estimated $90.5K sold.

MFA Wealth Advisors first reported a position in AMGN in Q1 2019 and held it in 7 quarters. The position peaked at $1.2M in Q4 2019. 2,855 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Amgen position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 281 Amgen shares in Q4 2024, an estimated $90.5K.
  • MFA Wealth Advisors first reported a position in Amgen in Q1 2019 and held it in 7 quarters.
  • MFA Wealth Advisors's Amgen position peaked at $1.2M in Q4 2019.
  • 2,855 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.