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Omega Financial Group’s Amgen AMGN Stock Holding History

Omega Financial Group’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
Q3 		– Sell
-1,200
Closed -$375K – 82
2024
Q2 		$375K Hold
1,200
– – 0.15% 69
2024
Q1 		$341K Hold
1,200
– – 0.14% 69
2023
Q4 		$346K Sell
1,200
-15
-1% -$4.09K 0.15% 68
2023
Q3 		$327K Buy
1,215
+15
+1% +$3.74K 0.16% 69
2023
Q2 		$266K Hold
1,200
– – 0.12% 74
2023
Q1 		$290K Hold
1,200
– – 0.13% 73
2022
Q4 		$315K Hold
1,200
– – 0.16% 71
2022
Q3 		$270K Hold
1,200
– – 0.14% 72
2022
Q2 		$292K Hold
1,200
– – 0.14% 72
2022
Q1 		$290K Buy
+1,200
New +$276K 0.13% 67

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Omega Financial Group's AMGN Position: Q3 2024 in Review

Omega Financial Group sold out of Amgen (AMGN) in Q3 2024, closing a stake of 1,200 shares — an estimated $375K sold.

Omega Financial Group first reported a position in AMGN in Q1 2022 and held it in 10 quarters. The position peaked at $375K in Q2 2024. 2,823 funds tracked by Wall St. Rank hold AMGN as of Q3 2024.

  • Omega Financial Group reported no remaining Amgen position as of Q3 2024 after selling out during the quarter.
  • Omega Financial Group sold 1,200 Amgen shares in Q3 2024, an estimated $375K.
  • Omega Financial Group first reported a position in Amgen in Q1 2022 and held it in 10 quarters.
  • Omega Financial Group's Amgen position peaked at $375K in Q2 2024.
  • 2,823 funds tracked by Wall St. Rank held Amgen as of Q3 2024.

Based on Omega Financial Group's 13F filing for Q3 2024, filed 7 Oct 2024.