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Northwest Wealth Management’s Amgen AMGN Stock Holding History

Northwest 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
Q2 		– Sell
-839
Closed -$239K – 169
2024
Q1 		$239K Sell
839
-1
-0.1% -$293 0.07% 146
2023
Q4 		$242K Buy
+840
New +$229K 0.07% 136
2019
Q2 		– Sell
-11
Closed -$2K – 134
2019
Q1 		$2K Hold
11
– – ﹤0.01% 470
2018
Q4 		$2K Hold
11
– – ﹤0.01% 451
2018
Q3 		$2K Hold
11
– – ﹤0.01% 476
2018
Q2 		$2K Hold
11
– – ﹤0.01% 462
2018
Q1 		$2K Buy
+11
New +$2.02K ﹤0.01% 475

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwest Wealth Management's AMGN Position: Q2 2024 in Review

Northwest Wealth Management sold out of Amgen (AMGN) in Q2 2024, closing a stake of 839 shares — an estimated $239K sold.

Northwest Wealth Management first reported a position in AMGN in Q1 2018 and held it in 7 quarters. The position peaked at $242K in Q4 2023. 2,784 funds tracked by Wall St. Rank hold AMGN as of Q2 2024.

  • Northwest Wealth Management reported no remaining Amgen position as of Q2 2024 after selling out during the quarter.
  • Northwest Wealth Management sold 839 Amgen shares in Q2 2024, an estimated $239K.
  • Northwest Wealth Management first reported a position in Amgen in Q1 2018 and held it in 7 quarters.
  • Northwest Wealth Management's Amgen position peaked at $242K in Q4 2023.
  • 2,784 funds tracked by Wall St. Rank held Amgen as of Q2 2024.

Based on Northwest Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.