Essex Private Wealth Management’s Amgen AMGN Stock Holding History

Essex Private 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 Q1	–	Sell	-3,893	Closed	-$876K	–	36
2021 Q4	$876K	Buy	3,893 +24	+0.6%	+$5.07K	0.74%	22
2021 Q3	$823K	Sell	3,869 -42	-1%	-$9.67K	0.75%	24
2021 Q2	$953K	Sell	3,911 -54	-1%	-$13.3K	0.87%	23
2021 Q1	$987K	Sell	3,965 -403	-9%	-$96.2K	0.94%	23
2020 Q4	$1M	Hold	4,368	–	–	0.98%	24
2020 Q3	$1.11M	Sell	4,368 -31	-0.7%	-$7.68K	1.15%	22
2020 Q2	$1.04M	Sell	4,399 -2	-0%	-$456	1.2%	20
2020 Q1	$892K	Sell	4,401 -452	-9%	-$98.7K	1.16%	20
2019 Q4	$1.17M	Buy	+4,853	New	+$1.07M	1.18%	20

Other funds holding AMGN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Essex Private Wealth Management's AMGN Position: Q1 2022 in Review

Essex Private Wealth Management sold out of Amgen (AMGN) in Q1 2022, closing a stake of 3,893 shares — an estimated $876K sold.

Essex Private Wealth Management first reported a position in AMGN in Q4 2019 and held it in 9 quarters. The position peaked at $1.17M in Q4 2019. 2,337 funds tracked by Wall St. Rank hold AMGN as of Q1 2022.

Essex Private Wealth Management reported no remaining Amgen position as of Q1 2022 after selling out during the quarter.
Essex Private Wealth Management sold 3,893 Amgen shares in Q1 2022, an estimated $876K.
Essex Private Wealth Management first reported a position in Amgen in Q4 2019 and held it in 9 quarters.
Essex Private Wealth Management's Amgen position peaked at $1.17M in Q4 2019.
2,337 funds tracked by Wall St. Rank held Amgen as of Q1 2022.

Based on Essex Private Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.