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Traverso Chambers Private Wealth Management’s Amgen AMGN Stock Holding History

Traverso Chambers Private Wealth Management’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 		$757K Sell
2,627
-48
-2% -$13.1K 0.18% 64
2023
Q3 		$719K Buy
2,675
+86
+3% +$21.5K 0.19% 59
2023
Q2 		$575K Sell
2,589
-4
-0.2% -$928 0.15% 66
2023
Q1 		$627K Buy
2,593
+84
+3% +$20.6K 0.17% 63
2022
Q4 		$659K Sell
2,509
-25
-1% -$6.7K 0.19% 60
2022
Q3 		$571K Buy
2,534
+54
+2% +$13.1K 0.18% 64
2022
Q2 		$603K Buy
2,480
+109
+5% +$26.7K 0.2% 61
2022
Q1 		$573K Buy
2,371
+44
+2% +$10.1K 0.17% 68
2021
Q4 		$524K Buy
2,327
+117
+5% +$24.7K 0.16% 70
2021
Q3 		$470K Buy
2,210
+57
+3% +$13.1K 0.15% 71
2021
Q2 		$525K Buy
2,153
+152
+8% +$37.4K 0.17% 67
2021
Q1 		$498K Buy
2,001
+86
+4% +$20.5K 0.17% 64
2020
Q4 		$440K Buy
1,915
+38
+2% +$8.76K 0.16% 63
2020
Q3 		$477K Buy
1,877
+61
+3% +$15.1K 0.18% 60
2020
Q2 		$428K Buy
1,816
+109
+6% +$24.9K 0.18% 59
2020
Q1 		$346K Buy
1,707
+94
+6% +$20.5K 0.16% 65
2019
Q4 		$389K Sell
1,613
-71
-4% -$15.7K 0.17% 64
2019
Q3 		$326K Buy
1,684
+7
+0.4% +$1.34K 0.16% 75
2019
Q2 		$313K Sell
1,677
-36
-2% -$6.45K 0.15% 73
2019
Q1 		$325K Sell
1,713
-3
-0.2% -$573 0.16% 71
2018
Q4 		$334K Buy
+1,716
New +$335K 0.18% 66

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

Traverso Chambers Private Wealth Management's AMGN Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management reduced its Amgen (AMGN) stake by 1.8% in Q4 2023, selling an estimated $13.1K and leaving 2,627 shares worth $757K. The position accounts for 0.18% of the portfolio, ranked #64.

Traverso Chambers Private Wealth Management first reported a position in AMGN in Q4 2018 and has held it in 21 quarters since. 2,714 funds tracked by Wall St. Rank hold AMGN as of Q4 2023.

  • Traverso Chambers Private Wealth Management held 2,627 shares of Amgen worth $757K as of Q4 2023.
  • Traverso Chambers Private Wealth Management sold 48 Amgen shares in Q4 2023, an estimated $13.1K.
  • Amgen made up 0.18% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #64 holding.
  • Traverso Chambers Private Wealth Management first reported a position in Amgen in Q4 2018 and has held it in 21 quarters since.
  • 2,714 funds tracked by Wall St. Rank held Amgen as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.