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Clearview Wealth Advisors’s Amgen AMGN Stock Holding History

Clearview 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
2023
Q3 		– Sell
-22
Closed -$4.88K – 141
2023
Q2 		$4.88K Hold
22
– – 0.01% 434
2023
Q1 		$5.32K Hold
22
– – 0.01% 423
2022
Q4 		$5.78K Hold
22
– – ﹤0.01% 380
2022
Q3 		$5K Sell
22
-1,664
-99% -$403K ﹤0.01% 400
2022
Q2 		$410K Buy
1,686
+68
+4% +$16.7K 0.31% 62
2022
Q1 		$391K Sell
1,618
-25
-2% -$5.74K 0.26% 68
2021
Q4 		$370K Buy
1,643
+83
+5% +$17.5K 0.23% 87
2021
Q3 		$332K Buy
1,560
+9
+0.6% +$2.07K 0.21% 89
2021
Q2 		$378K Sell
1,551
-190
-11% -$46.7K 0.23% 83
2021
Q1 		$433K Buy
1,741
+215
+14% +$51.3K 0.28% 71
2020
Q4 		$351K Buy
+1,526
New +$352K 0.24% 78

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

Clearview Wealth Advisors's AMGN Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Amgen (AMGN) in Q3 2023, closing a stake of 22 shares — an estimated $4.88K sold.

Clearview Wealth Advisors first reported a position in AMGN in Q4 2020 and held it in 11 quarters. The position peaked at $433K in Q1 2021. 2,501 funds tracked by Wall St. Rank hold AMGN as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Amgen position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 22 Amgen shares in Q3 2023, an estimated $4.88K.
  • Clearview Wealth Advisors first reported a position in Amgen in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Amgen position peaked at $433K in Q1 2021.
  • 2,501 funds tracked by Wall St. Rank held Amgen as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.