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AMGN icon

TCWP’s Amgen AMGN Stock Holding History

TCWP’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 		– Sell
-7,577
Closed -$2.04M – 58
2023
Q3 		$2.04M Buy
7,577
+167
+2% +$41.7K 1.55% 26
2023
Q2 		$1.65M Sell
7,410
-412
-5% -$95.6K 0.35% 74
2023
Q1 		$1.89M Sell
7,822
-314
-4% -$77.1K 0.36% 80
2022
Q4 		$2.14M Buy
8,136
+63
+0.8% +$16.9K 0.43% 73
2022
Q3 		$1.82M Buy
8,073
+3,902
+94% +$946K 0.39% 81
2022
Q2 		$1.01M Sell
4,171
-25,023
-86% -$6.13M 0.22% 93
2022
Q1 		$7.06M Buy
29,194
+21,758
+293% +$5M 1.28% 14
2021
Q4 		$1.67M Buy
+7,436
New +$1.57M 0.33% 84

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCWP's AMGN Position: Q4 2023 in Review

TCWP sold out of Amgen (AMGN) in Q4 2023, closing a stake of 7,577 shares — an estimated $2.04M sold.

TCWP first reported a position in AMGN in Q4 2021 and held it in 8 quarters. The position peaked at $7.06M in Q1 2022. 2,714 funds tracked by Wall St. Rank hold AMGN as of Q4 2023.

  • TCWP reported no remaining Amgen position as of Q4 2023 after selling out during the quarter.
  • TCWP sold 7,577 Amgen shares in Q4 2023, an estimated $2.04M.
  • TCWP first reported a position in Amgen in Q4 2021 and held it in 8 quarters.
  • TCWP's Amgen position peaked at $7.06M in Q1 2022.
  • 2,714 funds tracked by Wall St. Rank held Amgen as of Q4 2023.

Based on TCWP's 13F filing for Q4 2023, filed 14 Feb 2024.