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BDO Wealth Advisors’s Amgen AMGN Stock Holding History

BDO 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
2023
Q2 		$325K Buy
1,463
+111
+8% +$25.8K 0.04% 210
2023
Q1 		$327K Sell
1,352
-111
-8% -$27.2K 0.04% 197
2022
Q4 		$384K Sell
1,463
-110
-7% -$29.5K 0.05% 195
2022
Q3 		$354K Sell
1,573
-24
-2% -$5.82K 0.05% 201
2022
Q2 		$389K Hold
1,597
– – 0.05% 193
2022
Q1 		$386K Sell
1,597
-59
-4% -$13.6K 0.04% 203
2021
Q4 		$373K Sell
1,656
-22
-1% -$4.64K 0.04% 211
2021
Q3 		$357K Sell
1,678
-42
-2% -$9.67K 0.04% 215
2021
Q2 		$419K Buy
1,720
+2
+0.1% +$492 0.05% 207
2021
Q1 		$427K Buy
1,718
+429
+33% +$102K 0.05% 199
2020
Q4 		$296K Buy
1,289
+100
+8% +$23.1K 0.04% 200
2020
Q3 		$302K Buy
1,189
+36
+3% +$8.92K 0.05% 175
2020
Q2 		$272K Hold
1,153
– – 0.05% 187
2020
Q1 		$234K Buy
1,153
+32
+3% +$6.99K 0.05% 190
2019
Q4 		$270K Buy
1,121
+1
+0.1% +$220 0.07% 167
2019
Q3 		$217K Buy
1,120
+110
+11% +$21.1K 0.06% 186
2019
Q2 		$186K Sell
1,010
-156
-13% -$27.9K 0.05% 199
2019
Q1 		$222K Hold
1,166
– – 0.06% 166
2018
Q4 		$227K Sell
1,166
-46
-4% -$8.97K 0.08% 139
2018
Q3 		$251K Sell
1,212
-11
-0.9% -$2.17K 0.08% 135
2018
Q2 		$226K Buy
1,223
+98
+9% +$17.3K 0.08% 145
2018
Q1 		$192K Buy
1,125
+55
+5% +$10.1K 0.07% 129
2017
Q4 		$186K Sell
1,070
-91
-8% -$16.1K 0.08% 115
2017
Q3 		$216K Buy
1,161
+320
+38% +$56.7K 0.11% 102
2017
Q2 		$145K Buy
+841
New +$137K 0.06% 142

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
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BDO Wealth Advisors's AMGN Position: Q2 2023 in Review

BDO Wealth Advisors increased its Amgen (AMGN) stake by 8.2% in Q2 2023, buying an estimated $25.8K and bringing the position to 1,463 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #210.

BDO Wealth Advisors first reported a position in AMGN in Q2 2017 and has held it in 25 quarters since. The position peaked at $427K in Q1 2021. 2,390 funds tracked by Wall St. Rank hold AMGN as of Q2 2023.

  • BDO Wealth Advisors held 1,463 shares of Amgen worth $325K as of Q2 2023.
  • BDO Wealth Advisors bought 111 Amgen shares in Q2 2023, an estimated $25.8K.
  • Amgen made up 0.04% of BDO Wealth Advisors's portfolio in Q2 2023, its #210 holding.
  • BDO Wealth Advisors first reported a position in Amgen in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Amgen position peaked at $427K in Q1 2021.
  • 2,390 funds tracked by Wall St. Rank held Amgen as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.