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Evolution Wealth Advisors’s Amgen AMGN Stock Holding History

Evolution 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
2021
Q4 		– Sell
-87
Closed -$19K – 164
2021
Q3 		$19K Hold
87
– – ﹤0.01% 317
2021
Q2 		$21K Hold
87
– – ﹤0.01% 296
2021
Q1 		$22K Hold
87
– – ﹤0.01% 276
2020
Q4 		$20K Hold
87
– – ﹤0.01% 262
2020
Q3 		$22K Hold
87
– – 0.01% 261
2020
Q2 		$21K Buy
+87
New +$19.9K 0.01% 198
2020
Q1 		– Sell
-76
Closed -$18K – 321
2019
Q4 		$18K Sell
76
-4
-5% -$882 ﹤0.01% 232
2019
Q3 		$15K Buy
80
+8
+11% +$1.54K 0.01% 129
2019
Q2 		$13K Buy
+72
New +$12.9K 0.01% 156

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

Evolution Wealth Advisors's AMGN Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Amgen (AMGN) in Q4 2021, closing a stake of 87 shares — an estimated $19K sold.

Evolution Wealth Advisors first reported a position in AMGN in Q2 2019 and held it in 9 quarters. The position peaked at $22K in Q1 2021. 2,293 funds tracked by Wall St. Rank hold AMGN as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Amgen position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 87 Amgen shares in Q4 2021, an estimated $19K.
  • Evolution Wealth Advisors first reported a position in Amgen in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Amgen position peaked at $22K in Q1 2021.
  • 2,293 funds tracked by Wall St. Rank held Amgen as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.