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Baystate Wealth Management’s Amgen AMGN Stock Holding History

Baystate 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
2023
Q4 		$570K Buy
1,980
+15
+0.8% +$4.09K 0.04% 132
2023
Q3 		$528K Buy
1,965
+30
+2% +$7.49K 0.04% 127
2023
Q2 		$430K Buy
1,935
+68
+4% +$15.8K 0.04% 139
2023
Q1 		$452K Sell
1,867
-5
-0.3% -$1.23K 0.04% 136
2022
Q4 		$492K Sell
1,872
-20
-1% -$5.36K 0.05% 144
2022
Q3 		$427K Buy
1,892
+15
+0.8% +$3.64K 0.04% 132
2022
Q2 		$457K Buy
1,877
+14
+0.8% +$3.43K 0.04% 128
2022
Q1 		$451K Buy
1,863
+15
+0.8% +$3.45K 0.04% 121
2021
Q4 		$416K Buy
1,848
+59
+3% +$12.5K 0.04% 123
2021
Q3 		$380K Buy
1,789
+14
+0.8% +$3.22K 0.04% 111
2021
Q2 		$433K Buy
1,775
+41
+2% +$10.1K 0.04% 103
2021
Q1 		$432K Sell
1,734
-23
-1% -$5.49K 0.05% 98
2020
Q4 		$404K Sell
1,757
-41
-2% -$9.45K 0.05% 87
2020
Q3 		$457K Buy
1,798
+64
+4% +$15.9K 0.05% 80
2020
Q2 		$409K Sell
1,734
-114
-6% -$26K 0.05% 81
2020
Q1 		$375K Sell
1,848
-146
-7% -$31.9K 0.05% 75
2019
Q4 		$481K Buy
1,994
+469
+31% +$103K 0.06% 69
2019
Q3 		$295K Sell
1,525
-7
-0.5% -$1.34K 0.04% 88
2019
Q2 		$286K Buy
1,532
+1,432
+1,432% +$256K 0.04% 94
2019
Q1 		$18K Buy
100
+36
+56% +$6.88K ﹤0.01% 315
2018
Q4 		$13K Buy
64
+1
+2% +$195 ﹤0.01% 345
2018
Q3 		$13K Hold
63
– – ﹤0.01% 337
2018
Q2 		$12K Buy
63
+21
+50% +$3.71K ﹤0.01% 344
2018
Q1 		$7K Hold
42
– – ﹤0.01% 382
2017
Q4 		$8K Hold
42
– – ﹤0.01% 382
2017
Q3 		$8K Sell
42
-51
-55% -$9.04K ﹤0.01% 365
2017
Q2 		$17K Sell
93
-304
-77% -$49.4K ﹤0.01% 291
2017
Q1 		$65K Buy
397
+32
+9% +$5.32K 0.01% 158
2016
Q4 		$56K Buy
+365
New +$54.9K 0.01% 144
2013
Q3 		– Sell
-202
Closed -$20K – 36
2013
Q2 		$20K Buy
+202
New +$21K 0.01% 153

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baystate Wealth Management's AMGN Position: Q4 2023 in Review

Baystate Wealth Management increased its Amgen (AMGN) stake by 0.76% in Q4 2023, buying an estimated $4.09K and bringing the position to 1,980 shares worth $570K. The position accounts for 0.04% of the portfolio, ranked #132.

Baystate Wealth Management first reported a position in AMGN in Q2 2013 and has held it in 30 quarters since. 2,714 funds tracked by Wall St. Rank hold AMGN as of Q4 2023.

  • Baystate Wealth Management held 1,980 shares of Amgen worth $570K as of Q4 2023.
  • Baystate Wealth Management bought 15 Amgen shares in Q4 2023, an estimated $4.09K.
  • Amgen made up 0.04% of Baystate Wealth Management's portfolio in Q4 2023, its #132 holding.
  • Baystate Wealth Management first reported a position in Amgen in Q2 2013 and has held it in 30 quarters since.
  • 2,714 funds tracked by Wall St. Rank held Amgen as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.