ARS Wealth Advisors’s Amgen AMGN Stock Holding History

ARS 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
2021 Q2	$594K	Buy	2,437 +30	+1%	+$7.38K	0.11%	78
2021 Q1	$599K	Buy	2,407 +90	+4%	+$21.5K	0.13%	62
2020 Q4	$533K	Buy	2,317 +1,080	+87%	+$249K	0.11%	70
2020 Q3	$314K	Hold	1,237	–	–	0.09%	78
2020 Q2	$292K	Sell	1,237 -20	-2%	-$4.56K	0.09%	76
2020 Q1	$255K	Hold	1,257	–	–	0.11%	76
2019 Q4	$303K	Buy	1,257 +140	+13%	+$30.9K	0.09%	85
2019 Q3	$216K	Buy	+1,117	New	+$214K	0.07%	101
2019 Q2	–	Sell	-1,167	Closed	-$222K	–	110
2019 Q1	$222K	Buy	1,167 +125	+12%	+$23.9K	0.07%	101
2018 Q4	$203K	Buy	1,042 +30	+3%	+$5.85K	0.07%	100
2018 Q3	$210K	Buy	+1,012	New	+$199K	0.07%	111

Other funds holding AMGN

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

ARS Wealth Advisors's AMGN Position: Q2 2021 in Review

ARS Wealth Advisors increased its Amgen (AMGN) stake by 1.2% in Q2 2021, buying an estimated $7.38K and bringing the position to 2,437 shares worth $594K. The position accounts for 0.11% of the portfolio, ranked #78.

ARS Wealth Advisors first reported a position in AMGN in Q3 2018 and has held it in 11 quarters since. The position peaked at $599K in Q1 2021. 2,195 funds tracked by Wall St. Rank hold AMGN as of Q2 2021.

ARS Wealth Advisors held 2,437 shares of Amgen worth $594K as of Q2 2021.
ARS Wealth Advisors bought 30 Amgen shares in Q2 2021, an estimated $7.38K.
Amgen made up 0.11% of ARS Wealth Advisors's portfolio in Q2 2021, its #78 holding.
ARS Wealth Advisors first reported a position in Amgen in Q3 2018 and has held it in 11 quarters since.
ARS Wealth Advisors's Amgen position peaked at $599K in Q1 2021.
2,195 funds tracked by Wall St. Rank held Amgen as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.