HCWM
AMGN icon

Harrison & Co Wealth Management’s Amgen AMGN Stock Holding History

Harrison & Co 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
2022
Q4 		$975K Sell
3,714
-97
-3% -$26K 0.94% 34
2022
Q3 		$859K Sell
3,811
-306
-7% -$74.2K 0.91% 37
2022
Q2 		$1M Buy
4,117
+34
+0.8% +$8.33K 0.95% 31
2022
Q1 		$987K Buy
+4,083
New +$938K 0.87% 36

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harrison & Co Wealth Management's AMGN Position: Q4 2022 in Review

Harrison & Co Wealth Management reduced its Amgen (AMGN) stake by 2.5% in Q4 2022, selling an estimated $26K and leaving 3,714 shares worth $975K. The position accounts for 0.94% of the portfolio, ranked #34.

Harrison & Co Wealth Management first reported a position in AMGN in Q1 2022 and has held it in 4 quarters since. The position peaked at $1M in Q2 2022. 2,501 funds tracked by Wall St. Rank hold AMGN as of Q4 2022.

  • Harrison & Co Wealth Management held 3,714 shares of Amgen worth $975K as of Q4 2022.
  • Harrison & Co Wealth Management sold 97 Amgen shares in Q4 2022, an estimated $26K.
  • Amgen made up 0.94% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #34 holding.
  • Harrison & Co Wealth Management first reported a position in Amgen in Q1 2022 and has held it in 4 quarters since.
  • Harrison & Co Wealth Management's Amgen position peaked at $1M in Q2 2022.
  • 2,501 funds tracked by Wall St. Rank held Amgen as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.