Fairhaven Wealth Management’s Amgen AMGN Stock Holding History

Fairhaven 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
2021 Q4	–	Sell	-1,328	Closed	-$282K	–	122
2021 Q3	$282K	Hold	1,328	–	–	0.12%	82
2021 Q2	$324K	Sell	1,328 -26	-2%	-$6.4K	0.13%	80
2021 Q1	$337K	Hold	1,354	–	–	0.14%	76
2020 Q4	$311K	Buy	1,354 +44	+3%	+$10.1K	0.14%	77
2020 Q3	$333K	Hold	1,310	–	–	0.2%	60
2020 Q2	$309K	Buy	1,310 +299	+30%	+$68.2K	0.2%	61
2020 Q1	$205K	Sell	1,011 -225	-18%	-$49.1K	0.19%	66
2019 Q4	$298K	Sell	1,236 -164	-12%	-$36.2K	0.25%	54
2019 Q3	$271K	Hold	1,400	–	–	0.25%	52
2019 Q2	$258K	Buy	1,400 +135	+11%	+$24.2K	0.24%	57
2019 Q1	$240K	Buy	1,265 +185	+17%	+$35.3K	0.23%	65
2018 Q4	$210K	Buy	+1,080	New	+$211K	0.21%	66

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Fairhaven Wealth Management's AMGN Position: Q4 2021 in Review

Fairhaven Wealth Management sold out of Amgen (AMGN) in Q4 2021, closing a stake of 1,328 shares — an estimated $282K sold.

Fairhaven Wealth Management first reported a position in AMGN in Q4 2018 and held it in 12 quarters. The position peaked at $337K in Q1 2021. 2,293 funds tracked by Wall St. Rank hold AMGN as of Q4 2021.

Fairhaven Wealth Management reported no remaining Amgen position as of Q4 2021 after selling out during the quarter.
Fairhaven Wealth Management sold 1,328 Amgen shares in Q4 2021, an estimated $282K.
Fairhaven Wealth Management first reported a position in Amgen in Q4 2018 and held it in 12 quarters.
Fairhaven Wealth Management's Amgen position peaked at $337K in Q1 2021.
2,293 funds tracked by Wall St. Rank held Amgen as of Q4 2021.

Based on Fairhaven Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.