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Aevitas Wealth Management’s Amgen AMGN Stock Holding History

Aevitas 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
Q4 		$1.51M Buy
5,752
+12
+0.2% +$3.22K 0.89% 27
2022
Q3 		$1.29M Sell
5,740
-114
-2% -$27.6K 0.97% 30
2022
Q2 		$1.42M Buy
5,854
+31
+0.5% +$7.6K 0.96% 32
2022
Q1 		$1.41M Sell
5,823
-300
-5% -$68.9K 0.86% 36
2021
Q4 		$1.38M Buy
6,123
+21
+0.3% +$4.43K 0.82% 35
2021
Q3 		$1.3M Sell
6,102
-19
-0.3% -$4.37K 0.83% 32
2021
Q2 		$1.49M Buy
6,121
+417
+7% +$103K 0.95% 31
2021
Q1 		$1.42M Sell
5,704
-40
-0.7% -$9.54K 0.99% 29
2020
Q4 		$1.32M Buy
5,744
+66
+1% +$15.2K 0.97% 28
2020
Q3 		$1.44M Buy
5,678
+13
+0.2% +$3.22K 1.19% 24
2020
Q2 		$1.34M Buy
5,665
+16
+0.3% +$3.65K 1.23% 23
2020
Q1 		$1.15M Sell
5,649
-100
-2% -$21.8K 1.28% 21
2019
Q4 		$1.39M Buy
5,749
+31
+0.5% +$6.83K 1.3% 23
2019
Q3 		$1.11M Buy
5,718
+313
+6% +$60.1K 1.11% 28
2019
Q2 		$996K Buy
5,405
+57
+1% +$10.2K 1% 29
2019
Q1 		$1.02M Buy
5,348
+63
+1% +$12K 0.9% 31
2018
Q4 		$1.03M Buy
5,285
+12
+0.2% +$2.34K 1.05% 25
2018
Q3 		$1.09M Buy
5,273
+119
+2% +$23.5K 0.99% 28
2018
Q2 		$951K Buy
5,154
+8
+0.2% +$1.42K 0.93% 33
2018
Q1 		$877K Sell
5,146
-106
-2% -$19.5K 0.88% 37
2017
Q4 		$913K Buy
+5,252
New +$929K 0.87% 40

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aevitas Wealth Management's AMGN Position: Q4 2022 in Review

Aevitas Wealth Management increased its Amgen (AMGN) stake by 0.21% in Q4 2022, buying an estimated $3.22K and bringing the position to 5,752 shares worth $1.51M. The position accounts for 0.89% of the portfolio, ranked #27.

Aevitas Wealth Management first reported a position in AMGN in Q4 2017 and has held it in 21 quarters since. 2,501 funds tracked by Wall St. Rank hold AMGN as of Q4 2022.

  • Aevitas Wealth Management held 5,752 shares of Amgen worth $1.51M as of Q4 2022.
  • Aevitas Wealth Management bought 12 Amgen shares in Q4 2022, an estimated $3.22K.
  • Amgen made up 0.89% of Aevitas Wealth Management's portfolio in Q4 2022, its #27 holding.
  • Aevitas Wealth Management first reported a position in Amgen in Q4 2017 and has held it in 21 quarters since.
  • 2,501 funds tracked by Wall St. Rank held Amgen as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.