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Cypress Wealth Advisors’s Amgen AMGN Stock Holding History

Cypress 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
2019
Q1 		$245K Hold
1,288
– – 0.28% 66
2018
Q4 		$251K Hold
1,288
– – 0.34% 63
2018
Q3 		$267K Hold
1,288
– – 0.28% 68
2018
Q2 		$238K Hold
1,288
– – 0.26% 72
2018
Q1 		$220K Sell
1,288
-20
-2% -$3.67K 0.24% 73
2017
Q4 		$227K Buy
1,308
+20
+2% +$3.54K 0.22% 76
2017
Q3 		$240K Sell
1,288
-87
-6% -$15.4K 0.39% 52
2017
Q2 		$237K Sell
1,375
-1,272
-48% -$207K 0.28% 66
2017
Q1 		$434K Sell
2,647
-49
-2% -$8.14K 0.2% 107
2016
Q4 		$394K Buy
2,696
+56
+2% +$8.43K 0.18% 113
2016
Q3 		$440K Buy
2,640
+288
+12% +$48.7K 0.2% 106
2016
Q2 		$358K Buy
2,352
+83
+4% +$12.9K 0.18% 113
2016
Q1 		$340K Sell
2,269
-18
-0.8% -$2.67K 0.16% 121
2015
Q4 		$371K Buy
2,287
+50
+2% +$7.86K 0.19% 109
2015
Q3 		$309K Buy
2,237
+753
+51% +$119K 0.17% 123
2015
Q2 		$228K Buy
+1,484
New +$238K 0.13% 129

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cypress Wealth Advisors's AMGN Position: Q1 2019 in Review

Cypress Wealth Advisors held its Amgen (AMGN) position steady in Q1 2019 at 1,288 shares worth $245K. The position accounts for 0.28% of the portfolio, ranked #66.

Cypress Wealth Advisors first reported a position in AMGN in Q2 2015 and has held it in 16 quarters since. The position peaked at $440K in Q3 2016. 1,886 funds tracked by Wall St. Rank hold AMGN as of Q1 2019.

  • Cypress Wealth Advisors held 1,288 shares of Amgen worth $245K as of Q1 2019.
  • Cypress Wealth Advisors left its Amgen share count unchanged in Q1 2019.
  • Amgen made up 0.28% of Cypress Wealth Advisors's portfolio in Q1 2019, its #66 holding.
  • Cypress Wealth Advisors first reported a position in Amgen in Q2 2015 and has held it in 16 quarters since.
  • Cypress Wealth Advisors's Amgen position peaked at $440K in Q3 2016.
  • 1,886 funds tracked by Wall St. Rank held Amgen as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.