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Bel Air Investment Advisors’s Amgen AMGN Stock Holding History

Bel Air Investment 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 		$8.13M Sell
33,363
-1,256
-4% -$309K 0.25% 60
2021
Q1 		$8.61M Buy
+34,619
New +$8.26M 0.27% 59
2013
Q3 		$28.5M Buy
254,958
+4,283
+2% +$464K 4% 4
2013
Q2 		$24.7M Buy
+250,675
New +$26M 3.62% 6

Other funds holding AMGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bel Air Investment Advisors's AMGN Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its Amgen (AMGN) stake by 3.6% in Q2 2021, selling an estimated $309K and leaving 33,363 shares worth $8.13M. The position accounts for 0.25% of the portfolio, ranked #60.

Bel Air Investment Advisors first reported a position in AMGN in Q2 2013 and has held it in 4 quarters since. The position peaked at $28.5M in Q3 2013. 2,194 funds tracked by Wall St. Rank hold AMGN as of Q2 2021.

  • Bel Air Investment Advisors held 33,363 shares of Amgen worth $8.13M as of Q2 2021.
  • Bel Air Investment Advisors sold 1,256 Amgen shares in Q2 2021, an estimated $309K.
  • Amgen made up 0.25% of Bel Air Investment Advisors's portfolio in Q2 2021, its #60 holding.
  • Bel Air Investment Advisors first reported a position in Amgen in Q2 2013 and has held it in 4 quarters since.
  • Bel Air Investment Advisors's Amgen position peaked at $28.5M in Q3 2013.
  • 2,194 funds tracked by Wall St. Rank held Amgen as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.