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Halpern Financial’s Amgen AMGN Stock Holding History

Halpern Financial’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
2022
Q1 		– Sell
-506
Closed -$114K – 226
2021
Q4 		$114K Buy
506
+450
+804% +$95K 0.05% 55
2021
Q3 		$11.9K Hold
56
– – 0.01% 166
2021
Q2 		$13.7K Hold
56
– – 0.01% 130
2021
Q1 		$13.9K Hold
56
– – 0.01% 122
2020
Q4 		$12.9K Sell
56
-45
-45% -$10.4K 0.01% 106
2020
Q3 		$25.7K Hold
101
– – 0.02% 66
2020
Q2 		$23.8K Buy
101
+45
+80% +$10.3K 0.02% 66
2020
Q1 		$11.4K Hold
56
– – 0.01% 80
2019
Q4 		$13.5K Buy
+56
New +$12.3K 0.01% 103

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Halpern Financial's AMGN Position: Q1 2022 in Review

Halpern Financial sold out of Amgen (AMGN) in Q1 2022, closing a stake of 506 shares — an estimated $114K sold.

Halpern Financial first reported a position in AMGN in Q4 2019 and held it in 9 quarters. The position peaked at $114K in Q4 2021. 2,338 funds tracked by Wall St. Rank hold AMGN as of Q1 2022.

  • Halpern Financial reported no remaining Amgen position as of Q1 2022 after selling out during the quarter.
  • Halpern Financial sold 506 Amgen shares in Q1 2022, an estimated $114K.
  • Halpern Financial first reported a position in Amgen in Q4 2019 and held it in 9 quarters.
  • Halpern Financial's Amgen position peaked at $114K in Q4 2021.
  • 2,338 funds tracked by Wall St. Rank held Amgen as of Q1 2022.

Based on Halpern Financial's 13F filing for Q1 2022, filed 21 Sep 2023.