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Gupta Wealth Management’s Amgen AMGN Stock Holding History

Gupta Wealth 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
2016
Q1 		$269K Sell
1,793
-325
-15% -$48.3K 0.06% 207
2015
Q4 		$344K Buy
2,118
+205
+11% +$32.2K 0.09% 174
2015
Q3 		$265K Buy
1,913
+146
+8% +$23K 0.06% 210
2015
Q2 		$271K Buy
1,767
+761
+76% +$122K 0.07% 214
2015
Q1 		$161K Buy
+1,006
New +$158K 0.05% 249

Other funds holding AMGN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Gupta Wealth Management's AMGN Position: Q1 2016 in Review

Gupta Wealth Management reduced its Amgen (AMGN) stake by 15% in Q1 2016, selling an estimated $48.3K and leaving 1,793 shares worth $269K. The position accounts for 0.06% of the portfolio, ranked #207.

Gupta Wealth Management first reported a position in AMGN in Q1 2015 and has held it in 5 quarters since. The position peaked at $344K in Q4 2015. 1,435 funds tracked by Wall St. Rank hold AMGN as of Q1 2016.

  • Gupta Wealth Management held 1,793 shares of Amgen worth $269K as of Q1 2016.
  • Gupta Wealth Management sold 325 Amgen shares in Q1 2016, an estimated $48.3K.
  • Amgen made up 0.06% of Gupta Wealth Management's portfolio in Q1 2016, its #207 holding.
  • Gupta Wealth Management first reported a position in Amgen in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Amgen position peaked at $344K in Q4 2015.
  • 1,435 funds tracked by Wall St. Rank held Amgen as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.