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Brewin Dolphin Wealth Management’s Amgen AMGN Stock Holding History

Brewin Dolphin 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
2021
Q2 		– Sell
-143
Closed -$35.6K – 336
2021
Q1 		$35.6K Buy
+143
New +$34.1K 0.01% 207
2020
Q4 		– Sell
-144
Closed -$36.6K – 281
2020
Q3 		$36.6K Buy
144
+30
+26% +$7.43K 0.01% 181
2020
Q2 		$26.9K Buy
+114
New +$26K 0.01% 191

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

Brewin Dolphin Wealth Management's AMGN Position: Q2 2021 in Review

Brewin Dolphin Wealth Management sold out of Amgen (AMGN) in Q2 2021, closing a stake of 143 shares — an estimated $35.6K sold.

Brewin Dolphin Wealth Management first reported a position in AMGN in Q2 2020 and held it in 3 quarters. The position peaked at $36.6K in Q3 2020. 2,194 funds tracked by Wall St. Rank hold AMGN as of Q2 2021.

  • Brewin Dolphin Wealth Management reported no remaining Amgen position as of Q2 2021 after selling out during the quarter.
  • Brewin Dolphin Wealth Management sold 143 Amgen shares in Q2 2021, an estimated $35.6K.
  • Brewin Dolphin Wealth Management first reported a position in Amgen in Q2 2020 and held it in 3 quarters.
  • Brewin Dolphin Wealth Management's Amgen position peaked at $36.6K in Q3 2020.
  • 2,194 funds tracked by Wall St. Rank held Amgen as of Q2 2021.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2021, filed 9 Nov 2023.