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Safeguard Investment Advisory Group’s Amgen AMGN Stock Holding History

Safeguard Investment 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 		– Sell
-737
Closed -$212K – 107
2023
Q4 		$212K Buy
+737
New +$201K 0.08% 93
2021
Q1 		– Sell
-209
Closed -$48K – 102
2020
Q4 		$48K Buy
+209
New +$48.2K 0.04% 205

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

Safeguard Investment Advisory Group's AMGN Position: Q1 2024 in Review

Safeguard Investment Advisory Group sold out of Amgen (AMGN) in Q1 2024, closing a stake of 737 shares — an estimated $212K sold.

Safeguard Investment Advisory Group first reported a position in AMGN in Q4 2020 and held it in 2 quarters. The position peaked at $212K in Q4 2023. 2,715 funds tracked by Wall St. Rank hold AMGN as of Q1 2024.

  • Safeguard Investment Advisory Group reported no remaining Amgen position as of Q1 2024 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 737 Amgen shares in Q1 2024, an estimated $212K.
  • Safeguard Investment Advisory Group first reported a position in Amgen in Q4 2020 and held it in 2 quarters.
  • Safeguard Investment Advisory Group's Amgen position peaked at $212K in Q4 2023.
  • 2,715 funds tracked by Wall St. Rank held Amgen as of Q1 2024.

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