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Engrave Wealth Partners’s Amgen AMGN Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-676
Closed -$159K – 68
2020
Q2 		$159K Buy
676
+47
+7% +$10.7K 0.14% 58
2020
Q1 		$127K Buy
629
+25
+4% +$5.46K 0.15% 52
2019
Q4 		$145K Buy
+604
New +$133K 0.14% 59

Other funds holding AMGN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Engrave Wealth Partners's AMGN Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Amgen (AMGN) in Q3 2020, closing a stake of 676 shares — an estimated $159K sold.

Engrave Wealth Partners first reported a position in AMGN in Q4 2019 and held it in 3 quarters. The position peaked at $159K in Q2 2020. 2,127 funds tracked by Wall St. Rank hold AMGN as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Amgen position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 676 Amgen shares in Q3 2020, an estimated $159K.
  • Engrave Wealth Partners first reported a position in Amgen in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Amgen position peaked at $159K in Q2 2020.
  • 2,127 funds tracked by Wall St. Rank held Amgen as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.