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Outlook Wealth Advisors’s Amgen AMGN Stock Holding History

Outlook Wealth 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
-1,499
Closed -$483K – 251
2024
Q3 		$483K Buy
1,499
+37
+3% +$12.1K 0.14% 136
2024
Q2 		$457K Buy
+1,462
New +$430K 0.14% 143

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

Outlook Wealth Advisors's AMGN Position: Q4 2024 in Review

Outlook Wealth Advisors sold out of Amgen (AMGN) in Q4 2024, closing a stake of 1,499 shares — an estimated $483K sold.

Outlook Wealth Advisors first reported a position in AMGN in Q2 2024 and held it in 2 quarters. The position peaked at $483K in Q3 2024. 2,856 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

  • Outlook Wealth Advisors reported no remaining Amgen position as of Q4 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 1,499 Amgen shares in Q4 2024, an estimated $483K.
  • Outlook Wealth Advisors first reported a position in Amgen in Q2 2024 and held it in 2 quarters.
  • Outlook Wealth Advisors's Amgen position peaked at $483K in Q3 2024.
  • 2,856 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on Outlook Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.