First Western Capital Management’s Amgen AMGN Stock Holding History

First Western Capital 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
2020 Q3	$324K	Hold	1,275	–	–	6.87%	3
2020 Q2	$301K	Sell	1,275 -10	-0.8%	-$2.28K	6.79%	2
2020 Q1	$261K	Sell	1,285 -17	-1%	-$3.71K	7.84%	4
2019 Q4	$314K	Hold	1,302	–	–	4.98%	7
2019 Q3	$252K	Sell	1,302 -288	-18%	-$55.3K	3.93%	10
2019 Q2	$293K	Sell	1,590 -15	-0.9%	-$2.69K	3.89%	14
2019 Q1	$305K	Sell	1,605 -543	-25%	-$104K	4.34%	9
2018 Q4	$418K	Sell	2,148 -1,242	-37%	-$242K	3.8%	9
2018 Q3	$703K	Sell	3,390 -233	-6%	-$45.9K	3.16%	8
2018 Q2	$669K	Buy	3,623 +600	+20%	+$106K	3.03%	9
2018 Q1	$515K	Sell	3,023 -681	-18%	-$125K	2.44%	17
2017 Q4	$644K	Hold	3,704	–	–	0.37%	51
2017 Q3	$691K	Hold	3,704	–	–	0.42%	42
2017 Q2	$638K	Sell	3,704 -364	-9%	-$59.2K	0.39%	52
2017 Q1	$667K	Sell	4,068 -1,142	-22%	-$190K	0.4%	63
2016 Q4	$762K	Sell	5,210 -4,476	-46%	-$674K	0.41%	70
2016 Q3	$1.62M	Sell	9,686 -500	-5%	-$84.6K	0.63%	63
2016 Q2	$1.55M	Sell	10,186 -159	-2%	-$24.7K	0.57%	72
2016 Q1	$1.55M	Buy	10,345 +2,595	+33%	+$386K	0.55%	72
2015 Q4	$1.26M	Buy	+7,750	New	+$1.22M	0.39%	79
2015 Q3	–	Sell	-20,626	Closed	-$3.17M	–	111
2015 Q2	$3.17M	Buy	20,626 +1,572	+8%	+$252K	1.02%	45
2015 Q1	$3.05M	Sell	19,054 -182	-0.9%	-$28.7K	0.91%	47
2014 Q4	$3.06M	Buy	+19,236	New	+$3M	0.9%	42

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Western Capital Management's AMGN Position: Q3 2020 in Review

First Western Capital Management held its Amgen (AMGN) position steady in Q3 2020 at 1,275 shares worth $324K. The position accounts for 6.87% of the portfolio, ranked #3.

First Western Capital Management first reported a position in AMGN in Q4 2014 and has held it in 23 quarters since. The position peaked at $3.17M in Q2 2015. 2,128 funds tracked by Wall St. Rank hold AMGN as of Q3 2020.

First Western Capital Management held 1,275 shares of Amgen worth $324K as of Q3 2020.
First Western Capital Management left its Amgen share count unchanged in Q3 2020.
Amgen made up 6.87% of First Western Capital Management's portfolio in Q3 2020, its #3 holding.
First Western Capital Management first reported a position in Amgen in Q4 2014 and has held it in 23 quarters since.
First Western Capital Management's Amgen position peaked at $3.17M in Q2 2015.
2,128 funds tracked by Wall St. Rank held Amgen as of Q3 2020.

Based on First Western Capital Management's 13F filing for Q3 2020, filed 18 Nov 2020.