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Ahrens Investment Partners’s Amgen AMGN Stock Holding History

Ahrens Investment Partners’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
Q1 		$460K Sell
1,903
-164
-8% -$40.3K 0.23% 79
2022
Q4 		$543K Buy
2,067
+44
+2% +$11.8K 0.25% 77
2022
Q3 		$456K Buy
2,023
+111
+6% +$26.9K 0.24% 75
2022
Q2 		$465K Hold
1,912
– – 0.21% 88
2022
Q1 		$462K Hold
1,912
– – 0.15% 111
2021
Q4 		$430K Sell
1,912
-50
-3% -$10.6K 0.19% 110
2021
Q3 		$417K Sell
1,962
-74
-4% -$17K 0.2% 119
2021
Q2 		$496K Hold
2,036
– – 0.23% 118
2021
Q1 		$507K Buy
2,036
+50
+3% +$11.9K 0.26% 106
2020
Q4 		$457K Hold
1,986
– – 0.24% 96
2020
Q3 		$505K Hold
1,986
– – 0.34% 70
2020
Q2 		$469K Hold
1,986
– – 0.29% 78
2020
Q1 		$403K Sell
1,986
-2
-0.1% -$437 0.29% 67
2019
Q4 		$479K Sell
1,988
-98
-5% -$21.6K 0.2% 85
2019
Q3 		$404K Buy
2,086
+100
+5% +$19.2K 0.18% 88
2019
Q2 		$366K Hold
1,986
– – 0.17% 88
2019
Q1 		$377K Sell
1,986
-1,750
-47% -$334K 0.17% 86
2018
Q4 		$727K Sell
3,736
-178
-5% -$34.7K 0.34% 62
2018
Q3 		$811K Sell
3,914
-58
-1% -$11.4K 0.3% 67
2018
Q2 		$733K Buy
3,972
+626
+19% +$111K 0.31% 65
2018
Q1 		$571K Sell
3,346
-50
-1% -$9.18K 0.25% 71
2017
Q4 		$591K Hold
3,396
– – 0.24% 71
2017
Q3 		$633K Sell
3,396
-100
-3% -$17.7K 0.27% 62
2017
Q2 		$602K Buy
3,496
+1,551
+80% +$252K 0.26% 64
2017
Q1 		$319K Hold
1,945
– – 0.15% 88
2016
Q4 		$284K Buy
+1,945
New +$293K 0.15% 95

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ahrens Investment Partners's AMGN Position: Q1 2023 in Review

Ahrens Investment Partners reduced its Amgen (AMGN) stake by 7.9% in Q1 2023, selling an estimated $40.3K and leaving 1,903 shares worth $460K. The position accounts for 0.23% of the portfolio, ranked #79.

Ahrens Investment Partners first reported a position in AMGN in Q4 2016 and has held it in 26 quarters since. The position peaked at $811K in Q3 2018. 2,434 funds tracked by Wall St. Rank hold AMGN as of Q1 2023.

  • Ahrens Investment Partners held 1,903 shares of Amgen worth $460K as of Q1 2023.
  • Ahrens Investment Partners sold 164 Amgen shares in Q1 2023, an estimated $40.3K.
  • Amgen made up 0.23% of Ahrens Investment Partners's portfolio in Q1 2023, its #79 holding.
  • Ahrens Investment Partners first reported a position in Amgen in Q4 2016 and has held it in 26 quarters since.
  • Ahrens Investment Partners's Amgen position peaked at $811K in Q3 2018.
  • 2,434 funds tracked by Wall St. Rank held Amgen as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.