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Altium Wealth Management’s Amgen AMGN Stock Holding History

Altium 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
Q2 		$1.1M Sell
4,542
-762
-14% -$187K 0.08% 145
2022
Q1 		$1.28M Buy
5,304
+579
+12% +$133K 0.08% 134
2021
Q4 		$1.06M Sell
4,725
-466
-9% -$98.4K 0.07% 146
2021
Q3 		$1.1M Sell
5,191
-311
-6% -$71.6K 0.08% 123
2021
Q2 		$1.34M Sell
5,502
-813
-13% -$200K 0.1% 104
2021
Q1 		$1.57M Buy
6,315
+14
+0.2% +$3.34K 0.13% 91
2020
Q4 		$1.45M Sell
6,301
-296
-4% -$68.2K 0.13% 86
2020
Q3 		$1.68M Sell
6,597
-56
-0.8% -$13.9K 0.17% 71
2020
Q2 		$1.57M Sell
6,653
-730
-10% -$167K 0.18% 67
2020
Q1 		$1.5M Buy
7,383
+1,148
+18% +$251K 0.21% 61
2019
Q4 		$1.5M Buy
6,235
+345
+6% +$76K 0.18% 73
2019
Q3 		$1.14M Buy
5,890
+609
+12% +$117K 0.15% 79
2019
Q2 		$973K Sell
5,281
-153
-3% -$27.4K 0.14% 86
2019
Q1 		$1.03M Buy
5,434
+286
+6% +$54.6K 0.16% 77
2018
Q4 		$1M Buy
5,148
+710
+16% +$139K 0.19% 76
2018
Q3 		$920K Buy
4,438
+844
+23% +$166K 0.18% 92
2018
Q2 		$663K Buy
3,594
+382
+12% +$67.6K 0.18% 95
2018
Q1 		$548K Buy
3,212
+369
+13% +$67.7K 0.22% 78
2017
Q4 		$494K Buy
+2,843
New +$503K 0.23% 79

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Altium Wealth Management's AMGN Position: Q2 2022 in Review

Altium Wealth Management reduced its Amgen (AMGN) stake by 14% in Q2 2022, selling an estimated $187K and leaving 4,542 shares worth $1.1M. The position accounts for 0.08% of the portfolio, ranked #145.

Altium Wealth Management first reported a position in AMGN in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.68M in Q3 2020. 2,352 funds tracked by Wall St. Rank hold AMGN as of Q2 2022.

  • Altium Wealth Management held 4,542 shares of Amgen worth $1.1M as of Q2 2022.
  • Altium Wealth Management sold 762 Amgen shares in Q2 2022, an estimated $187K.
  • Amgen made up 0.08% of Altium Wealth Management's portfolio in Q2 2022, its #145 holding.
  • Altium Wealth Management first reported a position in Amgen in Q4 2017 and has held it in 19 quarters since.
  • Altium Wealth Management's Amgen position peaked at $1.68M in Q3 2020.
  • 2,352 funds tracked by Wall St. Rank held Amgen as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.