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Sierra Summit Advisors’s Amgen AMGN Stock Holding History

Sierra Summit Advisors’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
-3,265
Closed -$1.05M – 151
2024
Q3 		$1.05M Buy
3,265
+561
+21% +$184K 0.24% 56
2024
Q2 		$845K Sell
2,704
-19,688
-88% -$5.78M 0.21% 59
2024
Q1 		$6.37M Buy
+22,392
New +$6.55M 1.73% 26

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sierra Summit Advisors's AMGN Position: Q4 2024 in Review

Sierra Summit Advisors sold out of Amgen (AMGN) in Q4 2024, closing a stake of 3,265 shares — an estimated $1.05M sold.

Sierra Summit Advisors first reported a position in AMGN in Q1 2024 and held it in 3 quarters. The position peaked at $6.37M in Q1 2024. 2,860 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

  • Sierra Summit Advisors reported no remaining Amgen position as of Q4 2024 after selling out during the quarter.
  • Sierra Summit Advisors sold 3,265 Amgen shares in Q4 2024, an estimated $1.05M.
  • Sierra Summit Advisors first reported a position in Amgen in Q1 2024 and held it in 3 quarters.
  • Sierra Summit Advisors's Amgen position peaked at $6.37M in Q1 2024.
  • 2,860 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on Sierra Summit Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.