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Milestone Investment Advisors’s Amgen AMGN Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-780
Closed -$210K – 141
2023
Q3 		$210K Buy
+780
New +$195K 0.06% 102
2023
Q2 		– Sell
-780
Closed -$189K – 137
2023
Q1 		$189K Buy
+780
New +$191K 0.06% 110

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
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
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Milestone Investment Advisors's AMGN Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Amgen (AMGN) in Q4 2023, closing a stake of 780 shares — an estimated $210K sold.

Milestone Investment Advisors first reported a position in AMGN in Q1 2023 and held it in 2 quarters. The position peaked at $210K in Q3 2023. 2,715 funds tracked by Wall St. Rank hold AMGN as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Amgen position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 780 Amgen shares in Q4 2023, an estimated $210K.
  • Milestone Investment Advisors first reported a position in Amgen in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Amgen position peaked at $210K in Q3 2023.
  • 2,715 funds tracked by Wall St. Rank held Amgen as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.