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Affinity Wealth Management’s Amgen AMGN Stock Holding History

Affinity 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
2020
Q2 		– Sell
-1,086
Closed -$251K – 49
2020
Q1 		$251K Hold
1,086
– – 0.15% 42
2019
Q4 		$262K Buy
+1,086
New +$239K 0.1% 83
2019
Q1 		– Sell
-1,033
Closed -$201K – 101
2018
Q4 		$201K Buy
+1,033
New +$202K 0.12% 92

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Affinity Wealth Management's AMGN Position: Q2 2020 in Review

Affinity Wealth Management sold out of Amgen (AMGN) in Q2 2020, closing a stake of 1,086 shares — an estimated $251K sold.

Affinity Wealth Management first reported a position in AMGN in Q4 2018 and held it in 3 quarters. The position peaked at $262K in Q4 2019. 2,090 funds tracked by Wall St. Rank hold AMGN as of Q2 2020.

  • Affinity Wealth Management reported no remaining Amgen position as of Q2 2020 after selling out during the quarter.
  • Affinity Wealth Management sold 1,086 Amgen shares in Q2 2020, an estimated $251K.
  • Affinity Wealth Management first reported a position in Amgen in Q4 2018 and held it in 3 quarters.
  • Affinity Wealth Management's Amgen position peaked at $262K in Q4 2019.
  • 2,090 funds tracked by Wall St. Rank held Amgen as of Q2 2020.

Based on Affinity Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.