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Financial Planning & Information Services’s Amgen AMGN Stock Holding History

Financial Planning & Information Services’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
Q3 		– Sell
-845
Closed -$206K – 76
2022
Q2 		$206K Sell
845
-205
-20% -$50.2K 0.05% 72
2022
Q1 		$254K Sell
1,050
-15
-1% -$3.45K 0.06% 70
2021
Q4 		$240K Hold
1,065
– – 0.06% 72
2021
Q3 		$226K Buy
1,065
+15
+1% +$3.45K 0.06% 69
2021
Q2 		$256K Sell
1,050
-45
-4% -$11.1K 0.08% 64
2021
Q1 		$272K Buy
1,095
+45
+4% +$10.7K 0.08% 62
2020
Q4 		$241K Sell
1,050
-12
-1% -$2.77K 0.08% 61
2020
Q3 		$270K Buy
+1,062
New +$263K 0.11% 52

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Planning & Information Services's AMGN Position: Q3 2022 in Review

Financial Planning & Information Services sold out of Amgen (AMGN) in Q3 2022, closing a stake of 845 shares — an estimated $206K sold.

Financial Planning & Information Services first reported a position in AMGN in Q3 2020 and held it in 8 quarters. The position peaked at $272K in Q1 2021. 2,322 funds tracked by Wall St. Rank hold AMGN as of Q3 2022.

  • Financial Planning & Information Services reported no remaining Amgen position as of Q3 2022 after selling out during the quarter.
  • Financial Planning & Information Services sold 845 Amgen shares in Q3 2022, an estimated $206K.
  • Financial Planning & Information Services first reported a position in Amgen in Q3 2020 and held it in 8 quarters.
  • Financial Planning & Information Services's Amgen position peaked at $272K in Q1 2021.
  • 2,322 funds tracked by Wall St. Rank held Amgen as of Q3 2022.

Based on Financial Planning & Information Services's 13F filing for Q3 2022, filed 25 Oct 2022.