AWA
AMGN icon

Acorn Wealth Advisors’s Amgen AMGN Stock Holding History

Acorn 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
2018
Q3 		– Sell
-217
Closed -$40K – 132
2018
Q2 		$40K Buy
217
+1
+0.5% +$177 0.03% 305
2018
Q1 		$38K Sell
216
-226
-51% -$41.5K 0.03% 305
2017
Q4 		$80K Buy
+442
New +$78.2K 0.07% 191

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acorn Wealth Advisors's AMGN Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Amgen (AMGN) in Q3 2018, closing a stake of 217 shares — an estimated $40K sold.

Acorn Wealth Advisors first reported a position in AMGN in Q4 2017 and held it in 3 quarters. The position peaked at $80K in Q4 2017. 1,796 funds tracked by Wall St. Rank hold AMGN as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Amgen position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 217 Amgen shares in Q3 2018, an estimated $40K.
  • Acorn Wealth Advisors first reported a position in Amgen in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Amgen position peaked at $80K in Q4 2017.
  • 1,796 funds tracked by Wall St. Rank held Amgen as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.