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BTR Capital Management’s Amgen AMGN Stock Holding History

BTR Capital 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
2022
Q3 		$546K Buy
2,423
+50
+2% +$12.1K 0.09% 107
2022
Q2 		$577K Buy
2,373
+5
+0.2% +$1.23K 0.08% 106
2022
Q1 		$573K Buy
2,368
+75
+3% +$17.2K 0.07% 114
2021
Q4 		$516K Buy
2,293
+390
+20% +$82.3K 0.06% 119
2021
Q3 		$405K Buy
1,903
+35
+2% +$8.06K 0.05% 128
2021
Q2 		$455K Hold
1,868
– – 0.06% 122
2021
Q1 		$465K Sell
1,868
-70
-4% -$16.7K 0.07% 117
2020
Q4 		$446K Buy
1,938
+31
+2% +$7.15K 0.07% 114
2020
Q3 		$485K Hold
1,907
– – 0.09% 105
2020
Q2 		$450K Buy
1,907
+225
+13% +$51.3K 0.08% 106
2020
Q1 		$341K Sell
1,682
-140
-8% -$30.6K 0.08% 116
2019
Q4 		$439K Sell
1,822
-65
-3% -$14.3K 0.08% 118
2019
Q3 		$365K Buy
1,887
+115
+6% +$22.1K 0.07% 122
2019
Q2 		$327K Hold
1,772
– – 0.06% 131
2019
Q1 		$337K Buy
1,772
+122
+7% +$23.3K 0.06% 128
2018
Q4 		$321K Sell
1,650
-175
-10% -$34.1K 0.07% 134
2018
Q3 		$378K Buy
1,825
+625
+52% +$123K 0.07% 119
2018
Q2 		$222K Sell
1,200
-20
-2% -$3.54K 0.04% 136
2018
Q1 		$208K Sell
1,220
-100
-8% -$18.4K 0.04% 140
2017
Q4 		$230K Hold
1,320
– – 0.05% 138
2017
Q3 		$246K Sell
1,320
-200
-13% -$35.4K 0.05% 134
2017
Q2 		$262K Hold
1,520
– – 0.05% 132
2017
Q1 		$249K Buy
+1,520
New +$253K 0.05% 136
2015
Q2 		– Sell
-1,285
Closed -$205K – 154
2015
Q1 		$205K Sell
1,285
-125
-9% -$19.7K 0.05% 150
2014
Q4 		$225K Sell
1,410
-450
-24% -$70.1K 0.06% 127
2014
Q3 		$261K Sell
1,860
-150
-7% -$19.6K 0.07% 115
2014
Q2 		$238K Sell
2,010
-140
-7% -$16.2K 0.07% 124
2014
Q1 		$265K Hold
2,150
– – 0.08% 115
2013
Q4 		$245K Hold
2,150
– – 0.07% 127
2013
Q3 		$241K Hold
2,150
– – 0.08% 122
2013
Q2 		$212K Buy
+2,150
New +$223K 0.07% 132

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BTR Capital Management's AMGN Position: Q3 2022 in Review

BTR Capital Management increased its Amgen (AMGN) stake by 2.1% in Q3 2022, buying an estimated $12.1K and bringing the position to 2,423 shares worth $546K. The position accounts for 0.09% of the portfolio, ranked #107.

BTR Capital Management first reported a position in AMGN in Q2 2013 and has held it in 31 quarters since. The position peaked at $577K in Q2 2022. 2,322 funds tracked by Wall St. Rank hold AMGN as of Q3 2022.

  • BTR Capital Management held 2,423 shares of Amgen worth $546K as of Q3 2022.
  • BTR Capital Management bought 50 Amgen shares in Q3 2022, an estimated $12.1K.
  • Amgen made up 0.09% of BTR Capital Management's portfolio in Q3 2022, its #107 holding.
  • BTR Capital Management first reported a position in Amgen in Q2 2013 and has held it in 31 quarters since.
  • BTR Capital Management's Amgen position peaked at $577K in Q2 2022.
  • 2,322 funds tracked by Wall St. Rank held Amgen as of Q3 2022.

Based on BTR Capital Management's 13F filing for Q3 2022, filed 12 Oct 2022.