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Clear Perspectives Financial Planning’s Amgen AMGN Stock Holding History

Clear Perspectives Financial 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
Q1 		$40.6K Hold
168
– – 0.02% 81
2022
Q4 		$44.1K Hold
168
– – 0.02% 86
2022
Q3 		$38K Buy
168
+78
+87% +$18.9K 0.02% 91
2022
Q2 		$22K Hold
90
– – 0.01% 122
2022
Q1 		$22K Hold
90
– – 0.01% 136
2021
Q4 		$20K Hold
90
– – 0.01% 145
2021
Q3 		$19K Hold
90
– – 0.01% 136
2021
Q2 		$22K Hold
90
– – 0.01% 133
2021
Q1 		$22K Hold
90
– – 0.01% 125
2020
Q4 		$21K Buy
+90
New +$20.8K 0.01% 118

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

Clear Perspectives Financial Planning's AMGN Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Amgen (AMGN) position steady in Q1 2023 at 168 shares worth $40.6K. The position accounts for 0.02% of the portfolio, ranked #81.

Clear Perspectives Financial Planning first reported a position in AMGN in Q4 2020 and has held it in 10 quarters since. The position peaked at $44.1K in Q4 2022. 2,434 funds tracked by Wall St. Rank hold AMGN as of Q1 2023.

  • Clear Perspectives Financial Planning held 168 shares of Amgen worth $40.6K as of Q1 2023.
  • Clear Perspectives Financial Planning left its Amgen share count unchanged in Q1 2023.
  • Amgen made up 0.02% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #81 holding.
  • Clear Perspectives Financial Planning first reported a position in Amgen in Q4 2020 and has held it in 10 quarters since.
  • Clear Perspectives Financial Planning's Amgen position peaked at $44.1K in Q4 2022.
  • 2,434 funds tracked by Wall St. Rank held Amgen as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.