Cascadia Advisory Services’s Amgen AMGN Stock Holding History

Cascadia Advisory Services’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 Q3	$2.61M	Buy	12,292 +2,496	+25%	+$574K	0.53%	71
2021 Q2	$2.39M	Buy	9,796 +870	+10%	+$214K	0.52%	69
2021 Q1	$2.22M	Buy	+8,926	New	+$2.13M	0.49%	66
2020 Q3	$1.65M	Buy	+6,472	New	+$1.6M	0.46%	58
2019 Q4	$362K	Buy	+1,500	New	+$331K	0.1%	162

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cascadia Advisory Services's AMGN Position: Q3 2021 in Review

Cascadia Advisory Services increased its Amgen (AMGN) stake by 25% in Q3 2021, buying an estimated $574K and bringing the position to 12,292 shares worth $2.61M. The position accounts for 0.53% of the portfolio, ranked #71.

Cascadia Advisory Services first reported a position in AMGN in Q4 2019 and has held it in 5 quarters since. 2,132 funds tracked by Wall St. Rank hold AMGN as of Q3 2021.

Cascadia Advisory Services held 12,292 shares of Amgen worth $2.61M as of Q3 2021.
Cascadia Advisory Services bought 2,496 Amgen shares in Q3 2021, an estimated $574K.
Amgen made up 0.53% of Cascadia Advisory Services's portfolio in Q3 2021, its #71 holding.
Cascadia Advisory Services first reported a position in Amgen in Q4 2019 and has held it in 5 quarters since.
2,132 funds tracked by Wall St. Rank held Amgen as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.