Sweet Financial Partners’s Amgen AMGN Stock Holding History

Sweet Financial Partners’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 Q3	$2.68M	Sell	8,307 -872	-9%	-$285K	0.58%	38
2024 Q2	$2.87M	Sell	9,179 -23	-0.2%	-$6.76K	0.66%	31
2024 Q1	$2.62M	Sell	9,202 -4,212	-31%	-$1.23M	0.6%	36
2023 Q4	$3.86M	Buy	13,414 +279	+2%	+$76K	0.92%	16
2023 Q3	$3.53M	Buy	13,135 +235	+2%	+$58.6K	0.93%	17
2023 Q2	$2.86M	Buy	12,900 +3,094	+32%	+$718K	0.75%	19
2023 Q1	$2.37M	Buy	9,806 +4,132	+73%	+$1.01M	0.66%	24
2022 Q4	$1.49M	Sell	5,674 -40	-0.7%	-$10.7K	0.44%	34
2022 Q3	$1.29M	Sell	5,714 -1,728	-23%	-$419K	0.41%	33
2022 Q2	$1.81M	Buy	7,442 +2,511	+51%	+$615K	0.57%	28
2022 Q1	$1.19M	Buy	4,931 +1,510	+44%	+$347K	0.32%	38
2021 Q4	$770K	Buy	+3,421	New	+$722K	0.32%	45

Other funds holding AMGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sweet Financial Partners's AMGN Position: Q3 2024 in Review

Sweet Financial Partners reduced its Amgen (AMGN) stake by 9.5% in Q3 2024, selling an estimated $285K and leaving 8,307 shares worth $2.68M. The position accounts for 0.58% of the portfolio, ranked #38.

Sweet Financial Partners first reported a position in AMGN in Q4 2021 and has held it in 12 quarters since. The position peaked at $3.86M in Q4 2023. 2,828 funds tracked by Wall St. Rank hold AMGN as of Q3 2024.

Sweet Financial Partners held 8,307 shares of Amgen worth $2.68M as of Q3 2024.
Sweet Financial Partners sold 872 Amgen shares in Q3 2024, an estimated $285K.
Amgen made up 0.58% of Sweet Financial Partners's portfolio in Q3 2024, its #38 holding.
Sweet Financial Partners first reported a position in Amgen in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's Amgen position peaked at $3.86M in Q4 2023.
2,828 funds tracked by Wall St. Rank held Amgen as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.