Private Client Services’s Amgen AMGN Stock Holding History

Private Client 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 Q4	–	Sell	-698	Closed	-$225K	–	187
2024 Q3	$225K	Buy	+698	New	+$228K	0.12%	155

Other funds holding AMGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Private Client Services's AMGN Position: Q4 2024 in Review

Private Client Services sold out of Amgen (AMGN) in Q4 2024, closing a stake of 698 shares — an estimated $225K sold.

Private Client Services first reported a position in AMGN in Q3 2024 and held it in 1 quarter. The position peaked at $225K in Q3 2024. 2,861 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

Private Client Services reported no remaining Amgen position as of Q4 2024 after selling out during the quarter.
Private Client Services sold 698 Amgen shares in Q4 2024, an estimated $225K.
Private Client Services first reported a position in Amgen in Q3 2024 and held it in 1 quarter.
Private Client Services's Amgen position peaked at $225K in Q3 2024.
2,861 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on Private Client Services's 13F filing for Q4 2024, filed 8 Jan 2025.