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Wetzel Investment Advisors’s Amgen AMGN Stock Holding History

Wetzel Investment Advisors’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
Q3 		– Sell
-176
Closed -$50K – 155
2024
Q2 		$50K Hold
176
– – 0.03% 239
2024
Q1 		$46.2K Sell
176
-72
-29% -$21.1K 0.03% 261
2023
Q4 		$71K Buy
+248
New +$67.6K 0.04% 211

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wetzel Investment Advisors's AMGN Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Amgen (AMGN) in Q3 2024, closing a stake of 176 shares — an estimated $50K sold.

Wetzel Investment Advisors first reported a position in AMGN in Q4 2023 and held it in 3 quarters. The position peaked at $71K in Q4 2023. 2,824 funds tracked by Wall St. Rank hold AMGN as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Amgen position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 176 Amgen shares in Q3 2024, an estimated $50K.
  • Wetzel Investment Advisors first reported a position in Amgen in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Amgen position peaked at $71K in Q4 2023.
  • 2,824 funds tracked by Wall St. Rank held Amgen as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.