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Northwest Financial Advisors’s Amgen AMGN Stock Holding History

Northwest Financial 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
-211
Closed -$68K – 127
2024
Q3 		$68K Buy
+211
New +$69K 0.05% 193
2024
Q1 		– Sell
-279
Closed -$80.4K – 105
2023
Q4 		$80.4K Buy
+279
New +$76K 0.07% 164

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

Northwest Financial Advisors's AMGN Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Amgen (AMGN) in Q4 2024, closing a stake of 211 shares — an estimated $68K sold.

Northwest Financial Advisors first reported a position in AMGN in Q4 2023 and held it in 2 quarters. The position peaked at $80.4K in Q4 2023. 2,856 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Amgen position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 211 Amgen shares in Q4 2024, an estimated $68K.
  • Northwest Financial Advisors first reported a position in Amgen in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Amgen position peaked at $80.4K in Q4 2023.
  • 2,856 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.