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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Amgen AMGN Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
Q4 		$469K Sell
2,038
-38
-2% -$8.76K 0.12% 63
2020
Q3 		$528K Buy
2,076
+37
+2% +$9.17K 0.15% 52
2020
Q2 		$481K Sell
2,039
-48
-2% -$11K 0.14% 46
2020
Q1 		$423K Buy
2,087
+64
+3% +$14K 0.12% 50
2019
Q4 		$488K Buy
+2,023
New +$446K 0.11% 63
2018
Q3 		– Sell
-476
Closed -$88K – 104
2018
Q2 		$88K Buy
476
+1
+0.2% +$177 0.03% 123
2018
Q1 		$81K Buy
475
+1
+0.2% +$184 0.03% 127
2017
Q4 		$89K Buy
474
+204
+76% +$36.1K 0.23% 70
2017
Q3 		$50K Hold
270
– – 0.02% 147
2017
Q2 		$46K Hold
270
– – 0.02% 149
2017
Q1 		$45K Hold
270
– – 0.02% 151
2016
Q4 		$40K Hold
270
– – 0.01% 180
2016
Q3 		$45K Buy
270
+30
+13% +$5.07K 0.02% 161
2016
Q2 		$36K Hold
240
– – 0.01% 169
2016
Q1 		$35K Hold
240
– – 0.02% 160
2015
Q4 		$39K Buy
+240
New +$37.7K 0.02% 149

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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's AMGN Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management reduced its Amgen (AMGN) stake by 1.8% in Q4 2020, selling an estimated $8.76K and leaving 2,038 shares worth $469K. The position accounts for 0.12% of the portfolio, ranked #63.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in AMGN in Q4 2015 and has held it in 16 quarters since. The position peaked at $528K in Q3 2020. 2,219 funds tracked by Wall St. Rank hold AMGN as of Q4 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management held 2,038 shares of Amgen worth $469K as of Q4 2020.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 38 Amgen shares in Q4 2020, an estimated $8.76K.
  • Amgen made up 0.12% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #63 holding.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Amgen in Q4 2015 and has held it in 16 quarters since.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Amgen position peaked at $528K in Q3 2020.
  • 2,219 funds tracked by Wall St. Rank held Amgen as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.