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RIA Advisory Group’s Amgen AMGN Stock Holding History

RIA Advisory Group’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
Q1 		$574K Sell
2,018
-4,110
-67% -$1.2M 0.23% 57
2023
Q4 		$1.76M Buy
6,128
+492
+9% +$134K 0.74% 17
2023
Q3 		$1.51M Sell
5,636
-98
-2% -$24.5K 0.68% 18
2023
Q2 		$1.27M Buy
5,734
+777
+16% +$180K 0.55% 24
2023
Q1 		$1.11M Buy
4,957
+2,190
+79% +$538K 0.51% 34
2022
Q4 		$727K Buy
+2,767
New +$742K 0.42% 34

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RIA Advisory Group's AMGN Position: Q1 2024 in Review

RIA Advisory Group reduced its Amgen (AMGN) stake by 67% in Q1 2024, selling an estimated $1.2M and leaving 2,018 shares worth $574K. The position accounts for 0.23% of the portfolio, ranked #57.

RIA Advisory Group first reported a position in AMGN in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.76M in Q4 2023. 2,715 funds tracked by Wall St. Rank hold AMGN as of Q1 2024.

  • RIA Advisory Group held 2,018 shares of Amgen worth $574K as of Q1 2024.
  • RIA Advisory Group sold 4,110 Amgen shares in Q1 2024, an estimated $1.2M.
  • Amgen made up 0.23% of RIA Advisory Group's portfolio in Q1 2024, its #57 holding.
  • RIA Advisory Group first reported a position in Amgen in Q4 2022 and has held it in 6 quarters since.
  • RIA Advisory Group's Amgen position peaked at $1.76M in Q4 2023.
  • 2,715 funds tracked by Wall St. Rank held Amgen as of Q1 2024.

Based on RIA Advisory Group's 13F filing for Q1 2024, filed 3 May 2024.