Wingate Wealth Advisors’s Amgen AMGN Stock Holding History

Wingate Wealth 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
2025 Q1	–	Sell	-200	Closed	-$52.1K	–	110
2024 Q4	$52.1K	Buy	+200	New	+$59.3K	0.05%	215

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wingate Wealth Advisors's AMGN Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Amgen (AMGN) in Q1 2025, closing a stake of 200 shares — an estimated $52.1K sold.

Wingate Wealth Advisors first reported a position in AMGN in Q4 2024 and held it in 1 quarter. The position peaked at $52.1K in Q4 2024. 2,927 funds tracked by Wall St. Rank hold AMGN as of Q1 2025.

Wingate Wealth Advisors reported no remaining Amgen position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 200 Amgen shares in Q1 2025, an estimated $52.1K.
Wingate Wealth Advisors first reported a position in Amgen in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Amgen position peaked at $52.1K in Q4 2024.
2,927 funds tracked by Wall St. Rank held Amgen as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.