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Wealth Management Solutions’s Amgen AMGN Stock Holding History

Wealth Management 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
2023
Q3 		$371K Sell
1,379
-16
-1% -$3.99K 0.25% 55
2023
Q2 		$310K Sell
1,395
-18
-1% -$4.18K 0.2% 62
2023
Q1 		$342K Sell
1,413
-8
-0.6% -$1.96K 0.2% 59
2022
Q4 		$373K Sell
1,421
-219
-13% -$58.7K 0.2% 61
2022
Q3 		$370K Sell
1,640
-112
-6% -$27.1K 0.22% 49
2022
Q2 		$426K Sell
1,752
-502
-22% -$123K 0.24% 49
2022
Q1 		$545K Sell
2,254
-765
-25% -$176K 0.28% 50
2021
Q4 		$679K Buy
+3,019
New +$637K 0.35% 48

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Management Solutions's AMGN Position: Q3 2023 in Review

Wealth Management Solutions reduced its Amgen (AMGN) stake by 1.1% in Q3 2023, selling an estimated $3.99K and leaving 1,379 shares worth $371K. The position accounts for 0.25% of the portfolio, ranked #55.

Wealth Management Solutions first reported a position in AMGN in Q4 2021 and has held it in 8 quarters since. The position peaked at $679K in Q4 2021. 2,502 funds tracked by Wall St. Rank hold AMGN as of Q3 2023.

  • Wealth Management Solutions held 1,379 shares of Amgen worth $371K as of Q3 2023.
  • Wealth Management Solutions sold 16 Amgen shares in Q3 2023, an estimated $3.99K.
  • Amgen made up 0.25% of Wealth Management Solutions's portfolio in Q3 2023, its #55 holding.
  • Wealth Management Solutions first reported a position in Amgen in Q4 2021 and has held it in 8 quarters since.
  • Wealth Management Solutions's Amgen position peaked at $679K in Q4 2021.
  • 2,502 funds tracked by Wall St. Rank held Amgen as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.