Accel Wealth Management’s Amgen AMGN Stock Holding History

Accel Wealth Management’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 Q2	–	Sell	-360	Closed	-$86.9K	–	200
2023 Q1	$86.9K	Sell	360 -9	-2%	-$2.21K	0.04%	361
2022 Q4	$97K	Hold	369	–	–	0.05%	243
2022 Q3	$86K	Sell	369 -207	-36%	-$50.2K	0.05%	268
2022 Q2	$143K	Buy	576 +2	+0.3%	+$490	0.08%	183
2022 Q1	$140K	Buy	574 +2	+0.3%	+$460	0.07%	205
2021 Q4	$129K	Buy	572 +225	+65%	+$47.5K	0.06%	225
2021 Q3	$74K	Sell	347 -21	-6%	-$4.83K	0.05%	266
2021 Q2	$90K	Buy	368 +1	+0.3%	+$246	0.06%	247
2021 Q1	$91K	Sell	367 -21	-5%	-$5.01K	0.07%	228
2020 Q4	$89K	Buy	+388	New	+$89.5K	0.08%	214

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Accel Wealth Management's AMGN Position: Q2 2023 in Review

Accel Wealth Management sold out of Amgen (AMGN) in Q2 2023, closing a stake of 360 shares — an estimated $86.9K sold.

Accel Wealth Management first reported a position in AMGN in Q4 2020 and held it in 10 quarters. The position peaked at $143K in Q2 2022. 2,390 funds tracked by Wall St. Rank hold AMGN as of Q2 2023.

Accel Wealth Management reported no remaining Amgen position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 360 Amgen shares in Q2 2023, an estimated $86.9K.
Accel Wealth Management first reported a position in Amgen in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Amgen position peaked at $143K in Q2 2022.
2,390 funds tracked by Wall St. Rank held Amgen as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.