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Napa Wealth Management’s Amgen AMGN Stock Holding History

Napa 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
-3,426
Closed -$1.1M – 173
2024
Q3 		$1.1M Buy
+3,426
New +$1.12M 0.52% 55
2024
Q1 		– Sell
-9,710
Closed -$2.8M – 74
2023
Q4 		$2.8M Buy
+9,710
New +$2.65M 1.52% 11

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 $1.88B AUM 29.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Napa Wealth Management sold out of Amgen (AMGN) in Q4 2024, closing a stake of 3,426 shares — an estimated $1.1M sold.

Napa Wealth Management first reported a position in AMGN in Q4 2023 and held it in 2 quarters. The position peaked at $2.8M in Q4 2023. 2,856 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

  • Napa Wealth Management reported no remaining Amgen position as of Q4 2024 after selling out during the quarter.
  • Napa Wealth Management sold 3,426 Amgen shares in Q4 2024, an estimated $1.1M.
  • Napa Wealth Management first reported a position in Amgen in Q4 2023 and held it in 2 quarters.
  • Napa Wealth Management's Amgen position peaked at $2.8M in Q4 2023.
  • 2,856 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on Napa Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.