AWA
AMGN icon

AmeriServ Wealth Advisors’s Amgen AMGN Stock Holding History

AmeriServ Wealth Advisors’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 		– Sell
-4,822
Closed -$1.17M – 51
2022
Q1 		$1.17M Hold
4,822
– – 0.85% 23
2021
Q4 		$1.08M Sell
4,822
-30
-0.6% -$6.33K 0.74% 24
2021
Q3 		$1.03M Sell
4,852
-291
-6% -$67K 0.8% 24
2021
Q2 		$1.25M Sell
5,143
-580
-10% -$143K 0.98% 24
2021
Q1 		$1.42M Sell
5,723
-159
-3% -$37.9K 1.22% 16
2020
Q4 		$1.35M Buy
+5,882
New +$1.36M 1.33% 17
2019
Q3 		$1.29M Sell
6,717
-55
-0.8% -$10.6K 1.76% 10
2019
Q2 		$1.25M Sell
6,772
-112
-2% -$20.1K 1.62% 14
2019
Q1 		$1.31M Sell
6,884
-115
-2% -$22K 2.73% 11
2018
Q4 		$1.36M Sell
6,999
-875
-11% -$171K 3.45% 8
2018
Q3 		$1.63M Buy
7,874
+620
+9% +$122K 2.04% 10
2018
Q2 		$1.34M Sell
7,254
-678
-9% -$120K 1.8% 14
2018
Q1 		$1.35M Buy
7,932
+684
+9% +$126K 1.53% 14
2017
Q4 		$1.27M Buy
+7,248
New +$1.28M 1.23% 15
2016
Q4 		– Sell
-6,485
Closed -$1.08M – 33
2016
Q3 		$1.08M Buy
+6,485
New +$1.1M 1.36% 14
2015
Q3 		– Sell
-600
Closed -$92K – 65
2015
Q2 		$92K Buy
+600
New +$96.1K 0.11% 93

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

AmeriServ Wealth Advisors's AMGN Position: Q2 2022 in Review

AmeriServ Wealth Advisors sold out of Amgen (AMGN) in Q2 2022, closing a stake of 4,822 shares — an estimated $1.17M sold.

AmeriServ Wealth Advisors first reported a position in AMGN in Q2 2015 and held it in 16 quarters. The position peaked at $1.63M in Q3 2018. 2,352 funds tracked by Wall St. Rank hold AMGN as of Q2 2022.

  • AmeriServ Wealth Advisors reported no remaining Amgen position as of Q2 2022 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 4,822 Amgen shares in Q2 2022, an estimated $1.17M.
  • AmeriServ Wealth Advisors first reported a position in Amgen in Q2 2015 and held it in 16 quarters.
  • AmeriServ Wealth Advisors's Amgen position peaked at $1.63M in Q3 2018.
  • 2,352 funds tracked by Wall St. Rank held Amgen as of Q2 2022.

Based on AmeriServ Wealth Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.