BPWA
AMGN icon

Beacon Pointe Wealth Advisors’s Amgen AMGN Stock Holding History

Beacon Pointe 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
2019
Q4 		$1.13M Sell
4,669
-588
-11% -$130K 0.21% 93
2019
Q3 		$1.02M Sell
5,257
-424
-7% -$81.4K 0.21% 99
2019
Q2 		$1.05M Buy
5,681
+116
+2% +$20.8K 0.22% 96
2019
Q1 		$1.05M Buy
5,565
+312
+6% +$59.6K 0.24% 88
2018
Q4 		$1.02M Buy
+5,253
New +$1.02M 0.37% 68

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beacon Pointe Wealth Advisors's AMGN Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Amgen (AMGN) stake by 11% in Q4 2019, selling an estimated $130K and leaving 4,669 shares worth $1.13M. The position accounts for 0.21% of the portfolio, ranked #93.

Beacon Pointe Wealth Advisors first reported a position in AMGN in Q4 2018 and has held it in 5 quarters since. 2,107 funds tracked by Wall St. Rank hold AMGN as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 4,669 shares of Amgen worth $1.13M as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 588 Amgen shares in Q4 2019, an estimated $130K.
  • Amgen made up 0.21% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #93 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Amgen in Q4 2018 and has held it in 5 quarters since.
  • 2,107 funds tracked by Wall St. Rank held Amgen as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.