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Doyle Wealth Management’s Amgen AMGN Stock Holding History

Doyle 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
2022
Q3 		$2.23M Sell
9,869
-23,030
-70% -$5.58M 0.19% 78
2022
Q2 		$8M Buy
32,899
+684
+2% +$168K 0.65% 55
2022
Q1 		$7.79M Sell
32,215
-801
-2% -$184K 0.56% 58
2021
Q4 		$7.43M Sell
33,016
-10,441
-24% -$2.2M 0.53% 60
2021
Q3 		$9.24M Buy
43,457
+553
+1% +$127K 0.73% 53
2021
Q2 		$10.5M Buy
42,904
+1,670
+4% +$411K 0.87% 45
2021
Q1 		$10.3M Buy
41,234
+951
+2% +$227K 0.98% 40
2020
Q4 		$9.26M Buy
40,283
+9,180
+30% +$2.12M 0.94% 39
2020
Q3 		$7.91M Buy
31,103
+28,626
+1,156% +$7.09M 0.92% 39
2020
Q2 		$584K Sell
2,477
-375
-13% -$85.6K 0.08% 107
2020
Q1 		$578K Sell
2,852
-2
-0.1% -$437 0.09% 93
2019
Q4 		$688K Buy
2,854
+262
+10% +$57.8K 0.09% 101
2019
Q3 		$502K Sell
2,592
-419
-14% -$80.4K 0.07% 119
2019
Q2 		$555K Buy
3,011
+3
+0.1% +$537 0.08% 106
2019
Q1 		$517K Buy
3,008
+146
+5% +$27.9K 0.08% 108
2018
Q4 		$557K Buy
2,862
+708
+33% +$138K 0.09% 93
2018
Q3 		$447K Sell
2,154
-61
-3% -$12K 0.07% 117
2018
Q2 		$409K Sell
2,215
-179
-7% -$31.7K 0.07% 122
2018
Q1 		$408K Sell
2,394
-492
-17% -$90.3K 0.07% 113
2017
Q4 		$502K Buy
2,886
+107
+4% +$18.9K 0.08% 98
2017
Q3 		$518K Sell
2,779
-129
-4% -$22.9K 0.09% 91
2017
Q2 		$501K Sell
2,908
-633
-18% -$103K 0.09% 88
2017
Q1 		$581K Buy
+3,541
New +$588K 0.12% 77

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Doyle Wealth Management's AMGN Position: Q3 2022 in Review

Doyle Wealth Management reduced its Amgen (AMGN) stake by 70% in Q3 2022, selling an estimated $5.58M and leaving 9,869 shares worth $2.23M. The position accounts for 0.19% of the portfolio, ranked #78.

Doyle Wealth Management first reported a position in AMGN in Q1 2017 and has held it in 23 quarters since. The position peaked at $10.5M in Q2 2021. 2,322 funds tracked by Wall St. Rank hold AMGN as of Q3 2022.

  • Doyle Wealth Management held 9,869 shares of Amgen worth $2.23M as of Q3 2022.
  • Doyle Wealth Management sold 23,030 Amgen shares in Q3 2022, an estimated $5.58M.
  • Amgen made up 0.19% of Doyle Wealth Management's portfolio in Q3 2022, its #78 holding.
  • Doyle Wealth Management first reported a position in Amgen in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Amgen position peaked at $10.5M in Q2 2021.
  • 2,322 funds tracked by Wall St. Rank held Amgen as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.