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Wellington Wealth Strategies’s Amgen AMGN Stock Holding History

Wellington Wealth Strategies’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
-7,683
Closed -$2.46M – 69
2024
Q3 		$2.46M Buy
+7,683
New +$2.51M 1.87% 16
2024
Q2 		– Sell
-6,328
Closed -$1.8M – 57
2024
Q1 		$1.8M Buy
+6,328
New +$1.85M 0.84% 32

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 $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Wealth Strategies's AMGN Position: Q4 2024 in Review

Wellington Wealth Strategies sold out of Amgen (AMGN) in Q4 2024, closing a stake of 7,683 shares — an estimated $2.46M sold.

Wellington Wealth Strategies first reported a position in AMGN in Q1 2024 and held it in 2 quarters. The position peaked at $2.46M in Q3 2024. 2,855 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

  • Wellington Wealth Strategies reported no remaining Amgen position as of Q4 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 7,683 Amgen shares in Q4 2024, an estimated $2.46M.
  • Wellington Wealth Strategies first reported a position in Amgen in Q1 2024 and held it in 2 quarters.
  • Wellington Wealth Strategies's Amgen position peaked at $2.46M in Q3 2024.
  • 2,855 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.