Antonetti Capital Management’s Amgen AMGN Stock Holding History

Antonetti Capital 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
2023 Q3	$281K	Sell	1,045 -300	-22%	-$74.9K	0.44%	34
2023 Q2	$299K	Buy	1,345 +200	+17%	+$46.4K	0.43%	35
2023 Q1	$277K	Buy	1,145 +180	+19%	+$44.2K	0.4%	34
2022 Q4	$253K	Sell	965 -790	-45%	-$212K	0.35%	38
2022 Q3	$396K	Buy	1,755 +422	+32%	+$102K	0.46%	29
2022 Q2	$324K	Sell	1,333 -100	-7%	-$24.5K	0.34%	37
2022 Q1	$347K	Sell	1,433 -545	-28%	-$125K	0.33%	42
2021 Q4	$445K	Sell	1,978 -56	-3%	-$11.8K	0.35%	47
2021 Q3	$433K	Buy	+2,034	New	+$468K	0.35%	43
2014 Q3	$77K	Hold	550	–	–	0.13%	41
2014 Q2	$65K	Hold	550	–	–	0.05%	91
2014 Q1	$68K	Sell	550 -650	-54%	-$78.8K	0.06%	96
2013 Q4	$137K	Hold	1,200	–	–	0.12%	74
2013 Q3	$134K	Hold	1,200	–	–	0.14%	98
2013 Q2	$118K	Buy	+1,200	New	+$125K	0.13%	101

Other funds holding AMGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Antonetti Capital Management's AMGN Position: Q3 2023 in Review

Antonetti Capital Management reduced its Amgen (AMGN) stake by 22% in Q3 2023, selling an estimated $74.9K and leaving 1,045 shares worth $281K. The position accounts for 0.44% of the portfolio, ranked #34.

Antonetti Capital Management first reported a position in AMGN in Q2 2013 and has held it in 15 quarters since. The position peaked at $445K in Q4 2021. 2,501 funds tracked by Wall St. Rank hold AMGN as of Q3 2023.

Antonetti Capital Management held 1,045 shares of Amgen worth $281K as of Q3 2023.
Antonetti Capital Management sold 300 Amgen shares in Q3 2023, an estimated $74.9K.
Amgen made up 0.44% of Antonetti Capital Management's portfolio in Q3 2023, its #34 holding.
Antonetti Capital Management first reported a position in Amgen in Q2 2013 and has held it in 15 quarters since.
Antonetti Capital Management's Amgen position peaked at $445K in Q4 2021.
2,501 funds tracked by Wall St. Rank held Amgen as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.