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Berman Capital Advisors’s Amgen AMGN Stock Holding History

Berman Capital 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
Q3 		$392K Sell
1,850
-165
-8% -$38K 0.06% 162
2021
Q2 		$491K Buy
2,015
+318
+19% +$78.2K 0.08% 120
2021
Q1 		$421K Buy
1,697
+410
+32% +$97.8K 0.09% 111
2020
Q4 		$295K Buy
1,287
+90
+8% +$20.8K 0.07% 124
2020
Q3 		$304K Sell
1,197
-234
-16% -$58K 0.09% 103
2020
Q2 		$336K Buy
1,431
+378
+36% +$86.2K 0.09% 90
2020
Q1 		$213K Buy
1,053
+354
+51% +$77.3K 0.07% 113
2019
Q4 		$168K Buy
699
+17
+2% +$3.75K 0.05% 155
2019
Q3 		$132K Buy
682
+152
+29% +$29.2K 0.04% 178
2019
Q2 		$97K Sell
530
-95
-15% -$17K 0.03% 209
2019
Q1 		$117K Buy
625
+194
+45% +$37K 0.04% 174
2018
Q4 		$83K Buy
+431
New +$84.1K 0.03% 195

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's AMGN Position: Q3 2021 in Review

Berman Capital Advisors reduced its Amgen (AMGN) stake by 8.2% in Q3 2021, selling an estimated $38K and leaving 1,850 shares worth $392K. The position accounts for 0.06% of the portfolio, ranked #162.

Berman Capital Advisors first reported a position in AMGN in Q4 2018 and has held it in 12 quarters since. The position peaked at $491K in Q2 2021. 2,132 funds tracked by Wall St. Rank hold AMGN as of Q3 2021.

  • Berman Capital Advisors held 1,850 shares of Amgen worth $392K as of Q3 2021.
  • Berman Capital Advisors sold 165 Amgen shares in Q3 2021, an estimated $38K.
  • Amgen made up 0.06% of Berman Capital Advisors's portfolio in Q3 2021, its #162 holding.
  • Berman Capital Advisors first reported a position in Amgen in Q4 2018 and has held it in 12 quarters since.
  • Berman Capital Advisors's Amgen position peaked at $491K in Q2 2021.
  • 2,132 funds tracked by Wall St. Rank held Amgen as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.