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Caliber Wealth Management (Utah)’s Amgen AMGN Stock Holding History

Caliber Wealth Management (Utah)’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
Q1 		– Sell
-1,747
Closed -$459K – 61
2022
Q4 		$459K Buy
+1,747
New +$468K 0.35% 59

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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

Caliber Wealth Management (Utah)'s AMGN Position: Q1 2023 in Review

Caliber Wealth Management (Utah) sold out of Amgen (AMGN) in Q1 2023, closing a stake of 1,747 shares — an estimated $459K sold.

Caliber Wealth Management (Utah) first reported a position in AMGN in Q4 2022 and held it in 1 quarter. The position peaked at $459K in Q4 2022. 2,435 funds tracked by Wall St. Rank hold AMGN as of Q1 2023.

  • Caliber Wealth Management (Utah) reported no remaining Amgen position as of Q1 2023 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 1,747 Amgen shares in Q1 2023, an estimated $459K.
  • Caliber Wealth Management (Utah) first reported a position in Amgen in Q4 2022 and held it in 1 quarter.
  • Caliber Wealth Management (Utah)'s Amgen position peaked at $459K in Q4 2022.
  • 2,435 funds tracked by Wall St. Rank held Amgen as of Q1 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2023, filed 10 Apr 2023.