BWM
AMGN icon

BerganKDV Wealth Management’s Amgen AMGN Stock Holding History

BerganKDV 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
Q2 		$324K Sell
1,461
-488
-25% -$113K 0.03% 199
2023
Q1 		$471K Sell
1,949
-191
-9% -$46.9K 0.05% 174
2022
Q4 		$562K Sell
2,140
-471
-18% -$126K 0.06% 158
2022
Q3 		$588K Sell
2,611
-144
-5% -$34.9K 0.07% 154
2022
Q2 		$670K Sell
2,755
-100
-4% -$24.5K 0.08% 150
2022
Q1 		$690K Sell
2,855
-121
-4% -$27.8K 0.07% 156
2021
Q4 		$670K Buy
2,976
+12
+0.4% +$2.53K 0.07% 165
2021
Q3 		$630K Buy
2,964
+216
+8% +$49.7K 0.07% 160
2021
Q2 		$670K Buy
2,748
+23
+0.8% +$5.66K 0.08% 157
2021
Q1 		$678K Sell
2,725
-29
-1% -$6.92K 0.09% 145
2020
Q4 		$633K Buy
2,754
+43
+2% +$9.91K 0.09% 140
2020
Q3 		$689K Buy
2,711
+53
+2% +$13.1K 0.11% 125
2020
Q2 		$627K Buy
2,658
+24
+0.9% +$5.48K 0.11% 128
2020
Q1 		$534K Buy
2,634
+294
+13% +$64.2K 0.11% 127
2019
Q4 		$564K Sell
2,340
-321
-12% -$70.8K 0.1% 135
2019
Q3 		$515K Buy
2,661
+174
+7% +$33.4K 0.1% 129
2019
Q2 		$458K Buy
2,487
+100
+4% +$17.9K 0.09% 147
2019
Q1 		$454K Sell
2,387
-257
-10% -$49.1K 0.09% 136
2018
Q4 		$515K Sell
2,644
-74
-3% -$14.4K 0.12% 115
2018
Q3 		$563K Buy
2,718
+162
+6% +$31.9K 0.12% 119
2018
Q2 		$472K Buy
2,556
+6
+0.2% +$1.06K 0.11% 126
2018
Q1 		$435K Sell
2,550
-157
-6% -$28.8K 0.12% 122
2017
Q4 		$471K Sell
2,707
-576
-18% -$102K 0.11% 130
2017
Q3 		$612K Buy
3,283
+1,626
+98% +$288K 0.15% 116
2017
Q2 		$285K Buy
1,657
+53
+3% +$8.62K 0.08% 144
2017
Q1 		$263K Sell
1,604
-63
-4% -$10.5K 0.08% 146
2016
Q4 		$244K Buy
+1,667
New +$251K 0.08% 143

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

BerganKDV Wealth Management's AMGN Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Amgen (AMGN) stake by 25% in Q2 2023, selling an estimated $113K and leaving 1,461 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #199.

BerganKDV Wealth Management first reported a position in AMGN in Q4 2016 and has held it in 27 quarters since. The position peaked at $690K in Q1 2022. 2,390 funds tracked by Wall St. Rank hold AMGN as of Q2 2023.

  • BerganKDV Wealth Management held 1,461 shares of Amgen worth $324K as of Q2 2023.
  • BerganKDV Wealth Management sold 488 Amgen shares in Q2 2023, an estimated $113K.
  • Amgen made up 0.03% of BerganKDV Wealth Management's portfolio in Q2 2023, its #199 holding.
  • BerganKDV Wealth Management first reported a position in Amgen in Q4 2016 and has held it in 27 quarters since.
  • BerganKDV Wealth Management's Amgen position peaked at $690K in Q1 2022.
  • 2,390 funds tracked by Wall St. Rank held Amgen as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.