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SYSTM Wealth Solutions’s Amgen AMGN Stock Holding History

SYSTM Wealth 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
Q3 		– Sell
-137
Closed -$42.8K – 115
2024
Q2 		$42.8K Sell
137
-9,922
-99% -$2.91M 0.01% 294
2024
Q1 		$2.86M Sell
10,059
-338
-3% -$98.9K 0.36% 79
2023
Q4 		$2.99M Sell
10,397
-91
-0.9% -$24.8K 0.41% 58
2023
Q3 		$2.82M Sell
10,488
-4,571
-30% -$1.14M 0.43% 53
2023
Q2 		$3.34M Buy
15,059
+73
+0.5% +$16.9K 0.45% 56
2023
Q1 		$3.62M Sell
14,986
-317
-2% -$77.8K 0.56% 43
2022
Q4 		$4.02M Buy
+15,303
New +$4.1M 0.5% 49

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SYSTM Wealth Solutions's AMGN Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Amgen (AMGN) in Q3 2024, closing a stake of 137 shares — an estimated $42.8K sold.

SYSTM Wealth Solutions first reported a position in AMGN in Q4 2022 and held it in 7 quarters. The position peaked at $4.02M in Q4 2022. 2,823 funds tracked by Wall St. Rank hold AMGN as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Amgen position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 137 Amgen shares in Q3 2024, an estimated $42.8K.
  • SYSTM Wealth Solutions first reported a position in Amgen in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Amgen position peaked at $4.02M in Q4 2022.
  • 2,823 funds tracked by Wall St. Rank held Amgen as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.