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Phoenix Financial’s Amgen AMGN Stock Holding History

Phoenix Financial’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
-1,470
Closed -$461K – 368
2024
Q2 		$461K Sell
1,470
-3,039
-67% -$893K 0.01% 254
2024
Q1 		$1.28M Buy
+4,509
New +$1.32M 0.02% 215
2020
Q3 		– Sell
-3,736
Closed -$832K – 326
2020
Q2 		$832K Buy
3,736
+807
+28% +$184K 0.04% 219
2020
Q1 		$580K Buy
+2,929
New +$640K 0.03% 237

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

Phoenix Financial's AMGN Position: Q3 2024 in Review

Phoenix Financial sold out of Amgen (AMGN) in Q3 2024, closing a stake of 1,470 shares — an estimated $461K sold.

Phoenix Financial first reported a position in AMGN in Q1 2020 and held it in 4 quarters. The position peaked at $1.28M in Q1 2024. 2,824 funds tracked by Wall St. Rank hold AMGN as of Q3 2024.

  • Phoenix Financial reported no remaining Amgen position as of Q3 2024 after selling out during the quarter.
  • Phoenix Financial sold 1,470 Amgen shares in Q3 2024, an estimated $461K.
  • Phoenix Financial first reported a position in Amgen in Q1 2020 and held it in 4 quarters.
  • Phoenix Financial's Amgen position peaked at $1.28M in Q1 2024.
  • 2,824 funds tracked by Wall St. Rank held Amgen as of Q3 2024.

Based on Phoenix Financial's 13F filing for Q3 2024, filed 5 Nov 2024.