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Fortis Advisors’s Amgen AMGN Stock Holding History

Fortis Advisors’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
Q2 		– Sell
-1,784
Closed -$362K – 174
2020
Q1 		$362K Buy
1,784
+20
+1% +$4.37K 0.24% 47
2019
Q4 		$425K Buy
1,764
+11
+0.6% +$2.42K 0.26% 54
2019
Q3 		$339K Buy
1,753
+13
+0.7% +$2.5K 0.16% 61
2019
Q2 		$321K Buy
1,740
+13
+0.8% +$2.33K 0.16% 67
2019
Q1 		$328K Sell
1,727
-14
-0.8% -$2.67K 0.17% 57
2018
Q4 		$339K Buy
1,741
+12
+0.7% +$2.34K 0.21% 52
2018
Q3 		$358K Buy
1,729
+12
+0.7% +$2.37K 0.2% 53
2018
Q2 		$317K Buy
1,717
+12
+0.7% +$2.12K 0.18% 56
2018
Q1 		$291K Buy
1,705
+12
+0.7% +$2.2K 0.16% 53
2017
Q4 		$294K Buy
1,693
+11
+0.7% +$1.95K 0.18% 52
2017
Q3 		$314K Sell
1,682
-90
-5% -$15.9K 0.22% 42
2017
Q2 		$305K Buy
1,772
+12
+0.7% +$1.95K 0.24% 49
2017
Q1 		$289K Buy
+1,760
New +$292K 0.26% 47

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fortis Advisors's AMGN Position: Q2 2020 in Review

Fortis Advisors sold out of Amgen (AMGN) in Q2 2020, closing a stake of 1,784 shares — an estimated $362K sold.

Fortis Advisors first reported a position in AMGN in Q1 2017 and held it in 13 quarters. The position peaked at $425K in Q4 2019. 2,090 funds tracked by Wall St. Rank hold AMGN as of Q2 2020.

  • Fortis Advisors reported no remaining Amgen position as of Q2 2020 after selling out during the quarter.
  • Fortis Advisors sold 1,784 Amgen shares in Q2 2020, an estimated $362K.
  • Fortis Advisors first reported a position in Amgen in Q1 2017 and held it in 13 quarters.
  • Fortis Advisors's Amgen position peaked at $425K in Q4 2019.
  • 2,090 funds tracked by Wall St. Rank held Amgen as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.