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FormulaFolio Investments’s Amgen AMGN Stock Holding History

FormulaFolio Investments’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
Q2 		$28K Hold
113
– – 0.01% 173
2021
Q1 		$29K Sell
113
-7,799
-99% -$1.86M 0.01% 169
2020
Q4 		$1.82M Buy
7,912
+6,109
+339% +$1.41M 0.04% 256
2020
Q3 		$458K Sell
1,803
-1
-0.1% -$248 0.02% 206
2020
Q2 		$426K Sell
1,804
-14
-0.8% -$3.19K 0.02% 202
2020
Q1 		$369K Sell
1,818
-1,226
-40% -$268K 0.02% 200
2019
Q4 		$734K Sell
3,044
-993
-25% -$219K 0.03% 205
2019
Q3 		$781K Buy
4,037
+1,457
+56% +$280K 0.03% 180
2019
Q2 		$476K Sell
2,580
-3,124
-55% -$559K 0.02% 211
2019
Q1 		$1.08M Buy
5,704
+1,129
+25% +$216K 0.05% 133
2018
Q4 		$948K Hold
4,575
– – 0.04% 137
2018
Q3 		$948K Sell
4,575
-236
-5% -$46.5K 0.04% 137
2018
Q2 		$888K Buy
4,811
+219
+5% +$38.7K 0.04% 139
2018
Q1 		$783K Buy
4,592
+15
+0.3% +$2.75K 0.05% 127
2017
Q4 		$796K Buy
4,577
+2,965
+184% +$525K 0.05% 124
2017
Q3 		$301K Buy
1,612
+68
+4% +$12K 0.02% 183
2017
Q2 		$266K Sell
1,544
-29
-2% -$4.72K 0.02% 182
2017
Q1 		$258K Buy
1,573
+75
+5% +$12.5K 0.03% 178
2016
Q4 		$219K Buy
+1,498
New +$225K 0.03% 178

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

FormulaFolio Investments's AMGN Position: Q2 2021 in Review

FormulaFolio Investments held its Amgen (AMGN) position steady in Q2 2021 at 113 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #173.

FormulaFolio Investments first reported a position in AMGN in Q4 2016 and has held it in 19 quarters since. The position peaked at $1.82M in Q4 2020. 2,194 funds tracked by Wall St. Rank hold AMGN as of Q2 2021.

  • FormulaFolio Investments held 113 shares of Amgen worth $28K as of Q2 2021.
  • FormulaFolio Investments left its Amgen share count unchanged in Q2 2021.
  • Amgen made up 0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #173 holding.
  • FormulaFolio Investments first reported a position in Amgen in Q4 2016 and has held it in 19 quarters since.
  • FormulaFolio Investments's Amgen position peaked at $1.82M in Q4 2020.
  • 2,194 funds tracked by Wall St. Rank held Amgen as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.