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BMS Financial Advisors’s Amgen AMGN Stock Holding History

BMS Financial 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
2023
Q2 		$347K Sell
1,561
-664
-30% -$154K 0.23% 84
2023
Q1 		$538K Sell
2,225
-19
-0.8% -$4.66K 0.37% 61
2022
Q4 		$589K Sell
2,244
-70
-3% -$18.8K 0.39% 45
2022
Q3 		$522K Sell
2,314
-31
-1% -$7.51K 0.37% 54
2022
Q2 		$571K Buy
2,345
+89
+4% +$21.8K 0.37% 46
2022
Q1 		$546K Buy
+2,256
New +$518K 0.35% 58

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

BMS Financial Advisors's AMGN Position: Q2 2023 in Review

BMS Financial Advisors reduced its Amgen (AMGN) stake by 30% in Q2 2023, selling an estimated $154K and leaving 1,561 shares worth $347K. The position accounts for 0.23% of the portfolio, ranked #84.

BMS Financial Advisors first reported a position in AMGN in Q1 2022 and has held it in 6 quarters since. The position peaked at $589K in Q4 2022. 2,390 funds tracked by Wall St. Rank hold AMGN as of Q2 2023.

  • BMS Financial Advisors held 1,561 shares of Amgen worth $347K as of Q2 2023.
  • BMS Financial Advisors sold 664 Amgen shares in Q2 2023, an estimated $154K.
  • Amgen made up 0.23% of BMS Financial Advisors's portfolio in Q2 2023, its #84 holding.
  • BMS Financial Advisors first reported a position in Amgen in Q1 2022 and has held it in 6 quarters since.
  • BMS Financial Advisors's Amgen position peaked at $589K in Q4 2022.
  • 2,390 funds tracked by Wall St. Rank held Amgen as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.