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Adams Chetwood Wealth Management’s Amgen AMGN Stock Holding History

Adams Chetwood 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
2022
Q1 		$464K Sell
1,919
-123
-6% -$28.3K 0.26% 58
2021
Q4 		$459K Buy
2,042
+11
+0.5% +$2.32K 0.31% 54
2021
Q3 		$432K Hold
2,031
– – 0.31% 57
2021
Q2 		$495K Buy
2,031
+1
+0% +$246 0.35% 55
2021
Q1 		$505K Buy
2,030
+2
+0.1% +$477 0.38% 51
2020
Q4 		$466K Buy
2,028
+276
+16% +$63.6K 0.39% 51
2020
Q3 		$445K Buy
1,752
+1
+0.1% +$248 0.43% 47
2020
Q2 		$413K Buy
1,751
+1
+0.1% +$228 0.42% 48
2020
Q1 		$411K Buy
1,750
+2
+0.1% +$437 0.48% 44
2019
Q4 		$421K Buy
+1,748
New +$385K 0.43% 45

Other funds holding AMGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Adams Chetwood Wealth Management's AMGN Position: Q1 2022 in Review

Adams Chetwood Wealth Management reduced its Amgen (AMGN) stake by 6% in Q1 2022, selling an estimated $28.3K and leaving 1,919 shares worth $464K. The position accounts for 0.26% of the portfolio, ranked #58.

Adams Chetwood Wealth Management first reported a position in AMGN in Q4 2019 and has held it in 10 quarters since. The position peaked at $505K in Q1 2021. 2,337 funds tracked by Wall St. Rank hold AMGN as of Q1 2022.

  • Adams Chetwood Wealth Management held 1,919 shares of Amgen worth $464K as of Q1 2022.
  • Adams Chetwood Wealth Management sold 123 Amgen shares in Q1 2022, an estimated $28.3K.
  • Amgen made up 0.26% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #58 holding.
  • Adams Chetwood Wealth Management first reported a position in Amgen in Q4 2019 and has held it in 10 quarters since.
  • Adams Chetwood Wealth Management's Amgen position peaked at $505K in Q1 2021.
  • 2,337 funds tracked by Wall St. Rank held Amgen as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.