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Blue Zone Wealth Advisors’s Amgen AMGN Stock Holding History

Blue Zone 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
2021
Q1 		– Sell
-890
Closed -$205K – 82
2020
Q4 		$205K Sell
890
-288
-24% -$66.4K 0.1% 72
2020
Q3 		$299K Hold
1,178
– – 0.17% 61
2020
Q2 		$278K Sell
1,178
-50
-4% -$11.4K 0.16% 56
2020
Q1 		$249K Buy
1,228
+32
+3% +$6.99K 0.23% 42
2019
Q4 		$288K Buy
+1,196
New +$264K 0.19% 40

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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Blue Zone Wealth Advisors's AMGN Position: Q1 2021 in Review

Blue Zone Wealth Advisors sold out of Amgen (AMGN) in Q1 2021, closing a stake of 890 shares — an estimated $205K sold.

Blue Zone Wealth Advisors first reported a position in AMGN in Q4 2019 and held it in 5 quarters. The position peaked at $299K in Q3 2020. 2,218 funds tracked by Wall St. Rank hold AMGN as of Q1 2021.

  • Blue Zone Wealth Advisors reported no remaining Amgen position as of Q1 2021 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 890 Amgen shares in Q1 2021, an estimated $205K.
  • Blue Zone Wealth Advisors first reported a position in Amgen in Q4 2019 and held it in 5 quarters.
  • Blue Zone Wealth Advisors's Amgen position peaked at $299K in Q3 2020.
  • 2,218 funds tracked by Wall St. Rank held Amgen as of Q1 2021.

Based on Blue Zone Wealth Advisors's 13F filing for Q1 2021, filed 4 May 2021.