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CLA (CliftonLarsonAllen) Wealth Advisors’s Amgen AMGN Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
Q4 		– Sell
-1,089
Closed -$232K – 179
2021
Q3 		$232K Buy
+1,089
New +$251K 0.01% 292

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's AMGN Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Amgen (AMGN) in Q4 2021, closing a stake of 1,089 shares — an estimated $232K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in AMGN in Q3 2021 and held it in 1 quarter. The position peaked at $232K in Q3 2021. 2,294 funds tracked by Wall St. Rank hold AMGN as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Amgen position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 1,089 Amgen shares in Q4 2021, an estimated $232K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Amgen in Q3 2021 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Amgen position peaked at $232K in Q3 2021.
  • 2,294 funds tracked by Wall St. Rank held Amgen as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.