StrategIQ Financial Group’s Amgen AMGN Stock Holding History

StrategIQ Financial 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
2023 Q4	$274K	Hold	950	–	–	0.03%	265
2023 Q3	$255K	Sell	950 -98	-9%	-$24.5K	0.03%	266
2023 Q2	$233K	Sell	1,048 -10	-0.9%	-$2.32K	0.03%	283
2023 Q1	$256K	Sell	1,058 -25	-2%	-$6.14K	0.03%	254
2022 Q4	$284K	Sell	1,083 -25	-2%	-$6.7K	0.03%	237
2022 Q3	$250K	Sell	1,108 -15	-1%	-$3.64K	0.03%	245
2022 Q2	$273K	Sell	1,123 -50	-4%	-$12.3K	0.03%	242
2022 Q1	$284K	Hold	1,173	–	–	0.03%	259
2021 Q4	$264K	Buy	1,173 +37	+3%	+$7.81K	0.03%	258
2021 Q3	$242K	Buy	1,136 +25	+2%	+$5.75K	0.05%	201
2021 Q2	$271K	Buy	+1,111	New	+$273K	0.05%	185

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

StrategIQ Financial Group's AMGN Position: Q4 2023 in Review

StrategIQ Financial Group held its Amgen (AMGN) position steady in Q4 2023 at 950 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #265.

StrategIQ Financial Group first reported a position in AMGN in Q2 2021 and has held it in 11 quarters since. The position peaked at $284K in Q4 2022. 2,714 funds tracked by Wall St. Rank hold AMGN as of Q4 2023.

StrategIQ Financial Group held 950 shares of Amgen worth $274K as of Q4 2023.
StrategIQ Financial Group left its Amgen share count unchanged in Q4 2023.
Amgen made up 0.03% of StrategIQ Financial Group's portfolio in Q4 2023, its #265 holding.
StrategIQ Financial Group first reported a position in Amgen in Q2 2021 and has held it in 11 quarters since.
StrategIQ Financial Group's Amgen position peaked at $284K in Q4 2022.
2,714 funds tracked by Wall St. Rank held Amgen as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.