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Confluence Wealth Management’s Amgen AMGN Stock Holding History

Confluence Wealth Management’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
2020
Q1 		– Sell
-846
Closed -$204K – 104
2019
Q4 		$204K Buy
+846
New +$186K 0.09% 116

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Confluence Wealth Management's AMGN Position: Q1 2020 in Review

Confluence Wealth Management sold out of Amgen (AMGN) in Q1 2020, closing a stake of 846 shares — an estimated $204K sold.

Confluence Wealth Management first reported a position in AMGN in Q4 2019 and held it in 1 quarter. The position peaked at $204K in Q4 2019. 2,029 funds tracked by Wall St. Rank hold AMGN as of Q1 2020.

  • Confluence Wealth Management reported no remaining Amgen position as of Q1 2020 after selling out during the quarter.
  • Confluence Wealth Management sold 846 Amgen shares in Q1 2020, an estimated $204K.
  • Confluence Wealth Management first reported a position in Amgen in Q4 2019 and held it in 1 quarter.
  • Confluence Wealth Management's Amgen position peaked at $204K in Q4 2019.
  • 2,029 funds tracked by Wall St. Rank held Amgen as of Q1 2020.

Based on Confluence Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.