Truepoint Inc’s Amgen AMGN Stock Holding History

Truepoint Inc’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 Q4	–	Sell	-643	Closed	-$207K	–	131
2024 Q3	$207K	Buy	+643	New	+$210K	0.01%	121
2023 Q4	–	Sell	-1,109	Closed	-$298K	–	242
2023 Q3	$298K	Buy	+1,109	New	+$277K	0.01%	147

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Truepoint Inc's AMGN Position: Q4 2024 in Review

Truepoint Inc sold out of Amgen (AMGN) in Q4 2024, closing a stake of 643 shares — an estimated $207K sold.

Truepoint Inc first reported a position in AMGN in Q3 2023 and held it in 2 quarters. The position peaked at $298K in Q3 2023. 2,855 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

Truepoint Inc reported no remaining Amgen position as of Q4 2024 after selling out during the quarter.
Truepoint Inc sold 643 Amgen shares in Q4 2024, an estimated $207K.
Truepoint Inc first reported a position in Amgen in Q3 2023 and held it in 2 quarters.
Truepoint Inc's Amgen position peaked at $298K in Q3 2023.
2,855 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on Truepoint Inc's 13F filing for Q4 2024, filed 11 Feb 2025.