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Bridgeworth’s Amgen AMGN Stock Holding History

Bridgeworth’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
2020
Q3 		– Sell
-956
Closed -$225K – 123
2020
Q2 		$225K Sell
956
-145
-13% -$33.1K 0.09% 112
2020
Q1 		$223K Hold
1,101
– – 0.1% 104
2019
Q4 		$265K Sell
1,101
-173
-14% -$38.1K 0.1% 105
2019
Q3 		$247K Buy
+1,274
New +$245K 0.09% 107
2019
Q1 		– Sell
-1,843
Closed -$217K – 142
2018
Q4 		$217K Sell
1,843
-43
-2% -$8.39K 0.12% 110
2018
Q3 		$240K Buy
1,886
+357
+23% +$70.4K 0.13% 105
2018
Q2 		$282K Sell
1,529
-449
-23% -$79.4K 0.12% 104
2018
Q1 		$333K Buy
+1,978
New +$363K 0.15% 97

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bridgeworth's AMGN Position: Q3 2020 in Review

Bridgeworth sold out of Amgen (AMGN) in Q3 2020, closing a stake of 956 shares — an estimated $225K sold.

Bridgeworth first reported a position in AMGN in Q1 2018 and held it in 8 quarters. The position peaked at $333K in Q1 2018. 2,127 funds tracked by Wall St. Rank hold AMGN as of Q3 2020.

  • Bridgeworth reported no remaining Amgen position as of Q3 2020 after selling out during the quarter.
  • Bridgeworth sold 956 Amgen shares in Q3 2020, an estimated $225K.
  • Bridgeworth first reported a position in Amgen in Q1 2018 and held it in 8 quarters.
  • Bridgeworth's Amgen position peaked at $333K in Q1 2018.
  • 2,127 funds tracked by Wall St. Rank held Amgen as of Q3 2020.

Based on Bridgeworth's 13F filing for Q3 2020, filed 13 Nov 2020.