Clear Perspective Advisors’s Amgen AMGN Stock Holding History

Clear Perspective 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	$1.17M	Buy	5,211 +108	+2%	+$22.8K	0.36%	47
2021 Q3	$1.08M	Hold	5,103	–	–	0.37%	47
2021 Q2	$1.24M	Sell	5,103 -433	-8%	-$107K	0.43%	42
2021 Q1	$1.38M	Buy	5,536 +41	+0.7%	+$9.78K	0.54%	38
2020 Q4	$1.26M	Buy	5,495 +332	+6%	+$76.5K	0.52%	39
2020 Q3	$286	Buy	5,163 +201	+4%	+$49.8K	0.13%	111
2020 Q2	$1.17M	Sell	4,962 -762	-13%	-$174K	0.64%	26
2020 Q1	$1.16M	Sell	5,724 -276	-5%	-$60.3K	0.77%	25
2019 Q4	$1.45M	Buy	6,000 +86	+1%	+$19K	0.89%	26
2019 Q3	$1.14M	Sell	5,914 -15	-0.3%	-$2.88K	0.52%	43
2019 Q2	$1.09M	Sell	5,929 -233	-4%	-$41.7K	0.7%	33
2019 Q1	$1.16M	Sell	6,162 -2,154	-26%	-$411K	0.82%	28
2018 Q4	$1.62M	Buy	8,316 +222	+3%	+$43.3K	1.35%	16
2018 Q3	$1.68M	Buy	8,094 +104	+1%	+$20.5K	1.24%	16
2018 Q2	$1.48M	Buy	7,990 +607	+8%	+$107K	1.03%	22
2018 Q1	$1.26M	Buy	7,383 +1,288	+21%	+$236K	0.94%	24
2017 Q4	$1.06M	Sell	6,095 -781	-11%	-$138K	0.81%	28
2017 Q3	$1.28M	Buy	6,876 +91	+1%	+$16.1K	1.05%	20
2017 Q2	$1.17M	Buy	6,785 +1,180	+21%	+$192K	0.98%	29
2017 Q1	$920K	Buy	5,605 +160	+3%	+$26.6K	0.61%	38
2016 Q4	$796K	Buy	+5,445	New	+$819K	0.53%	44

Other funds holding AMGN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clear Perspective Advisors's AMGN Position: Q4 2021 in Review

Clear Perspective Advisors increased its Amgen (AMGN) stake by 2.1% in Q4 2021, buying an estimated $22.8K and bringing the position to 5,211 shares worth $1.17M. The position accounts for 0.36% of the portfolio, ranked #47.

Clear Perspective Advisors first reported a position in AMGN in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.68M in Q3 2018. 2,294 funds tracked by Wall St. Rank hold AMGN as of Q4 2021.

Clear Perspective Advisors held 5,211 shares of Amgen worth $1.17M as of Q4 2021.
Clear Perspective Advisors bought 108 Amgen shares in Q4 2021, an estimated $22.8K.
Amgen made up 0.36% of Clear Perspective Advisors's portfolio in Q4 2021, its #47 holding.
Clear Perspective Advisors first reported a position in Amgen in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's Amgen position peaked at $1.68M in Q3 2018.
2,294 funds tracked by Wall St. Rank held Amgen as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.