SPIS
AMGN icon

Steward Partners Investment Solutions’s Amgen AMGN Stock Holding History

Steward Partners Investment Solutions’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 		$1.88M Buy
6,614
+2,647
+67% +$775K 0.32% 69
2023
Q4 		$1.14M Buy
+3,967
New +$1.08M 0.48% 52

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

Steward Partners Investment Solutions's AMGN Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Amgen (AMGN) stake by 67% in Q1 2024, buying an estimated $775K and bringing the position to 6,614 shares worth $1.88M. The position accounts for 0.32% of the portfolio, ranked #69.

Steward Partners Investment Solutions first reported a position in AMGN in Q4 2023 and has held it in 2 quarters since. 2,716 funds tracked by Wall St. Rank hold AMGN as of Q1 2024.

  • Steward Partners Investment Solutions held 6,614 shares of Amgen worth $1.88M as of Q1 2024.
  • Steward Partners Investment Solutions bought 2,647 Amgen shares in Q1 2024, an estimated $775K.
  • Amgen made up 0.32% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #69 holding.
  • Steward Partners Investment Solutions first reported a position in Amgen in Q4 2023 and has held it in 2 quarters since.
  • 2,716 funds tracked by Wall St. Rank held Amgen as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.