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One Wealth Management Investment & Advisory Services’s Amgen AMGN Stock Holding History

One Wealth Management Investment & Advisory Services’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
-732
Closed -$229K – 52
2024
Q2 		$229K Sell
732
-83
-10% -$24.4K 0.09% 109
2024
Q1 		$232K Buy
815
+48
+6% +$14K 0.09% 117
2023
Q4 		$221K Buy
+767
New +$209K 0.1% 112

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

One Wealth Management Investment & Advisory Services's AMGN Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Amgen (AMGN) in Q3 2024, closing a stake of 732 shares — an estimated $229K sold.

One Wealth Management Investment & Advisory Services first reported a position in AMGN in Q4 2023 and held it in 3 quarters. The position peaked at $232K in Q1 2024. 2,824 funds tracked by Wall St. Rank hold AMGN as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Amgen position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 732 Amgen shares in Q3 2024, an estimated $229K.
  • One Wealth Management Investment & Advisory Services first reported a position in Amgen in Q4 2023 and held it in 3 quarters.
  • One Wealth Management Investment & Advisory Services's Amgen position peaked at $232K in Q1 2024.
  • 2,824 funds tracked by Wall St. Rank held Amgen as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.