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Cypress Point Wealth Management’s Amgen AMGN Stock Holding History

Cypress Point 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
2021
Q4 		– Sell
-720
Closed -$153K – 37
2021
Q3 		$153K Hold
720
– – 0.11% 32
2021
Q2 		$176K Buy
+720
New +$177K 0.13% 32

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

Cypress Point Wealth Management's AMGN Position: Q4 2021 in Review

Cypress Point Wealth Management sold out of Amgen (AMGN) in Q4 2021, closing a stake of 720 shares — an estimated $153K sold.

Cypress Point Wealth Management first reported a position in AMGN in Q2 2021 and held it in 2 quarters. The position peaked at $176K in Q2 2021. 2,293 funds tracked by Wall St. Rank hold AMGN as of Q4 2021.

  • Cypress Point Wealth Management reported no remaining Amgen position as of Q4 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 720 Amgen shares in Q4 2021, an estimated $153K.
  • Cypress Point Wealth Management first reported a position in Amgen in Q2 2021 and held it in 2 quarters.
  • Cypress Point Wealth Management's Amgen position peaked at $176K in Q2 2021.
  • 2,293 funds tracked by Wall St. Rank held Amgen as of Q4 2021.

Based on Cypress Point Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.