REDW Wealth’s Amgen AMGN Stock Holding History

REDW Wealth’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	-846	Closed	-$273K	–	106
2024 Q3	$273K	Hold	846	–	–	0.07%	135
2024 Q2	$264K	Hold	846	–	–	0.07%	136
2024 Q1	$241K	Hold	846	–	–	0.06%	143
2023 Q4	$244K	Hold	846	–	–	0.07%	133
2023 Q3	$227K	Buy	+846	New	+$211K	0.07%	126

Other funds holding AMGN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

REDW Wealth's AMGN Position: Q4 2024 in Review

REDW Wealth sold out of Amgen (AMGN) in Q4 2024, closing a stake of 846 shares — an estimated $273K sold.

REDW Wealth first reported a position in AMGN in Q3 2023 and held it in 5 quarters. The position peaked at $273K in Q3 2024. 2,856 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

REDW Wealth reported no remaining Amgen position as of Q4 2024 after selling out during the quarter.
REDW Wealth sold 846 Amgen shares in Q4 2024, an estimated $273K.
REDW Wealth first reported a position in Amgen in Q3 2023 and held it in 5 quarters.
REDW Wealth's Amgen position peaked at $273K in Q3 2024.
2,856 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.