Mindset Wealth Management’s Amgen AMGN Stock Holding History

Mindset 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	-1,000	Closed	-$322K	–	137
2024 Q3	$322K	Buy	+1,000	New	+$327K	0.13%	91

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Mindset Wealth Management's AMGN Position: Q4 2024 in Review

Mindset Wealth Management sold out of Amgen (AMGN) in Q4 2024, closing a stake of 1,000 shares — an estimated $322K sold.

Mindset Wealth Management first reported a position in AMGN in Q3 2024 and held it in 1 quarter. The position peaked at $322K in Q3 2024. 2,855 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

Mindset Wealth Management reported no remaining Amgen position as of Q4 2024 after selling out during the quarter.
Mindset Wealth Management sold 1,000 Amgen shares in Q4 2024, an estimated $322K.
Mindset Wealth Management first reported a position in Amgen in Q3 2024 and held it in 1 quarter.
Mindset Wealth Management's Amgen position peaked at $322K in Q3 2024.
2,855 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on Mindset Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.