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WealthShield Partners’s Amgen AMGN Stock Holding History

WealthShield Partners’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
-9,421
Closed -$3.04M – 492
2024
Q3 		$3.04M Buy
9,421
+4,452
+90% +$1.46M 0.41% 73
2024
Q2 		$1.55M Sell
4,969
-3,322
-40% -$976K 0.24% 114
2024
Q1 		$2.36M Buy
8,291
+2,034
+33% +$595K 0.38% 78
2023
Q4 		$1.8M Buy
6,257
+3,307
+112% +$901K 0.3% 96
2023
Q3 		$793K Buy
+2,950
New +$736K 0.12% 171
2021
Q3 		– Sell
-211
Closed -$51K – 257
2021
Q2 		$51K Sell
211
-1,209
-85% -$297K 0.01% 470
2021
Q1 		$353K Buy
1,420
+2
+0.1% +$477 0.06% 185
2020
Q4 		$326K Buy
1,418
+470
+50% +$108K 0.06% 227
2020
Q3 		$241K Buy
948
+71
+8% +$17.6K 0.08% 223
2020
Q2 		$207K Buy
+877
New +$200K 0.1% 194

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WealthShield Partners's AMGN Position: Q4 2024 in Review

WealthShield Partners sold out of Amgen (AMGN) in Q4 2024, closing a stake of 9,421 shares — an estimated $3.04M sold.

WealthShield Partners first reported a position in AMGN in Q2 2020 and held it in 10 quarters. The position peaked at $3.04M in Q3 2024. 2,856 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

  • WealthShield Partners reported no remaining Amgen position as of Q4 2024 after selling out during the quarter.
  • WealthShield Partners sold 9,421 Amgen shares in Q4 2024, an estimated $3.04M.
  • WealthShield Partners first reported a position in Amgen in Q2 2020 and held it in 10 quarters.
  • WealthShield Partners's Amgen position peaked at $3.04M in Q3 2024.
  • 2,856 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on WealthShield Partners's 13F filing for Q4 2024, filed 4 Feb 2025.