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Capital Planning’s Amgen AMGN Stock Holding History

Capital Planning’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 		– Sell
-2,230
Closed -$539K – 72
2023
Q1 		$539K Hold
2,230
– – 0.22% 53
2022
Q4 		$586K Hold
2,230
– – 0.26% 54
2022
Q3 		$503K Sell
2,230
-800
-26% -$194K 0.29% 39
2022
Q2 		$737K Hold
3,030
– – 0.4% 36
2022
Q1 		$733K Hold
3,030
– – 0.29% 39
2021
Q4 		$682K Buy
3,030
+770
+34% +$163K 0.25% 46
2021
Q3 		$481K Buy
+2,260
New +$520K 0.2% 52
2021
Q2 		– Sell
-3,060
Closed -$761K – 68
2021
Q1 		$761K Buy
3,060
+410
+15% +$97.8K 0.34% 39
2020
Q4 		$609K Buy
+2,650
New +$611K 0.29% 43

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

Capital Planning's AMGN Position: Q2 2023 in Review

Capital Planning sold out of Amgen (AMGN) in Q2 2023, closing a stake of 2,230 shares — an estimated $539K sold.

Capital Planning first reported a position in AMGN in Q4 2020 and held it in 9 quarters. The position peaked at $761K in Q1 2021. 2,390 funds tracked by Wall St. Rank hold AMGN as of Q2 2023.

  • Capital Planning reported no remaining Amgen position as of Q2 2023 after selling out during the quarter.
  • Capital Planning sold 2,230 Amgen shares in Q2 2023, an estimated $539K.
  • Capital Planning first reported a position in Amgen in Q4 2020 and held it in 9 quarters.
  • Capital Planning's Amgen position peaked at $761K in Q1 2021.
  • 2,390 funds tracked by Wall St. Rank held Amgen as of Q2 2023.

Based on Capital Planning's 13F filing for Q2 2023, filed 14 Jul 2023.