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HC Financial Advisors’s Amgen AMGN Stock Holding History

HC Financial 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
2022
Q2 		$2.46M Sell
10,104
-17
-0.2% -$4.17K 1.65% 19
2022
Q1 		$2.45M Sell
10,121
-841
-8% -$193K 1.46% 25
2021
Q4 		$2.47M Buy
10,962
+971
+10% +$205K 1.37% 26
2021
Q3 		$2.13M Buy
9,991
+267
+3% +$61.5K 1.28% 28
2021
Q2 		$2.37M Sell
9,724
-292
-3% -$71.8K 1.38% 26
2021
Q1 		$2.49M Sell
10,016
-65
-0.6% -$15.5K 1.52% 22
2020
Q4 		$2.32M Buy
10,081
+116
+1% +$26.7K 1.49% 22
2020
Q3 		$2.53M Sell
9,965
-84
-0.8% -$20.8K 1.81% 17
2020
Q2 		$2.37M Sell
10,049
-372
-4% -$84.9K 1.85% 17
2020
Q1 		$2.11M Sell
10,421
-208
-2% -$45.4K 1.89% 15
2019
Q4 		$2.56M Sell
10,629
-188
-2% -$41.4K 2.01% 17
2019
Q3 		$2.09M Sell
10,817
-302
-3% -$58K 1.79% 21
2019
Q2 		$2.05M Buy
11,119
+625
+6% +$112K 2.05% 21
2019
Q1 		$1.99M Sell
10,494
-522
-5% -$99.7K 2.09% 21
2018
Q4 		$2.14M Sell
11,016
-230
-2% -$44.9K 4.78% 10
2018
Q3 		$2.33M Sell
11,246
-104
-0.9% -$20.5K 2.06% 15
2018
Q2 		$2.1M Buy
11,350
+55
+0.5% +$9.73K 2.04% 14
2018
Q1 		$1.93M Buy
11,295
+234
+2% +$43K 1.9% 19
2017
Q4 		$1.92M Buy
+11,061
New +$1.96M 1.86% 22

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HC Financial Advisors's AMGN Position: Q2 2022 in Review

HC Financial Advisors reduced its Amgen (AMGN) stake by 0.17% in Q2 2022, selling an estimated $4.17K and leaving 10,104 shares worth $2.46M. The position accounts for 1.65% of the portfolio, ranked #19.

HC Financial Advisors first reported a position in AMGN in Q4 2017 and has held it in 19 quarters since. The position peaked at $2.56M in Q4 2019. 2,353 funds tracked by Wall St. Rank hold AMGN as of Q2 2022.

  • HC Financial Advisors held 10,104 shares of Amgen worth $2.46M as of Q2 2022.
  • HC Financial Advisors sold 17 Amgen shares in Q2 2022, an estimated $4.17K.
  • Amgen made up 1.65% of HC Financial Advisors's portfolio in Q2 2022, its #19 holding.
  • HC Financial Advisors first reported a position in Amgen in Q4 2017 and has held it in 19 quarters since.
  • HC Financial Advisors's Amgen position peaked at $2.56M in Q4 2019.
  • 2,353 funds tracked by Wall St. Rank held Amgen as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.