Filbrandt Wealth Management’s Amgen AMGN Stock Holding History

Filbrandt 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 Q3	$67K	Buy	317 +4	+1%	+$921	0.04%	77
2021 Q2	$76K	Hold	313	–	–	0.04%	66
2021 Q1	$78K	Buy	313 +13	+4%	+$3.1K	0.05%	63
2020 Q4	$69K	Hold	300	–	–	0.04%	68
2020 Q3	$76K	Sell	300 -614	-67%	-$152K	0.06%	61
2020 Q2	$216K	Buy	914 +614	+205%	+$140K	0.17%	37
2020 Q1	$61K	Hold	300	–	–	0.07%	58
2019 Q4	$72K	Buy	+300	New	+$66.1K	0.06%	60

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Filbrandt Wealth Management's AMGN Position: Q3 2021 in Review

Filbrandt Wealth Management increased its Amgen (AMGN) stake by 1.3% in Q3 2021, buying an estimated $921 and bringing the position to 317 shares worth $67K. The position accounts for 0.04% of the portfolio, ranked #77.

Filbrandt Wealth Management first reported a position in AMGN in Q4 2019 and has held it in 8 quarters since. The position peaked at $216K in Q2 2020. 2,131 funds tracked by Wall St. Rank hold AMGN as of Q3 2021.

Filbrandt Wealth Management held 317 shares of Amgen worth $67K as of Q3 2021.
Filbrandt Wealth Management bought 4 Amgen shares in Q3 2021, an estimated $921.
Amgen made up 0.04% of Filbrandt Wealth Management's portfolio in Q3 2021, its #77 holding.
Filbrandt Wealth Management first reported a position in Amgen in Q4 2019 and has held it in 8 quarters since.
Filbrandt Wealth Management's Amgen position peaked at $216K in Q2 2020.
2,131 funds tracked by Wall St. Rank held Amgen as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.