HCA
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Heck Capital Advisors’s Amgen AMGN Stock Holding History

Heck Capital 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
2021
Q2 		– Sell
-1,204
Closed -$300K – 114
2021
Q1 		$300K Sell
1,204
-27
-2% -$6.44K 0.07% 99
2020
Q4 		$283K Sell
1,231
-4
-0.3% -$922 0.07% 91
2020
Q3 		$314K Buy
1,235
+97
+9% +$24K 0.09% 76
2020
Q2 		$268K Buy
1,138
+267
+31% +$60.9K 0.06% 83
2020
Q1 		$177K Sell
871
-27
-3% -$5.9K 0.05% 81
2019
Q4 		$216K Buy
898
+29
+3% +$6.39K 0.05% 85
2019
Q3 		$168K Buy
869
+33
+4% +$6.33K 0.05% 89
2019
Q2 		$154K Buy
836
+34
+4% +$6.09K 0.04% 88
2019
Q1 		$152K Buy
802
+28
+4% +$5.35K 0.05% 83
2018
Q4 		$151K Sell
774
-18
-2% -$3.51K 0.06% 82
2018
Q3 		$164K Sell
792
-48
-6% -$9.46K 0.05% 79
2018
Q2 		$155K Buy
840
+9
+1% +$1.59K 0.06% 77
2018
Q1 		$142K Sell
831
-1
-0.1% -$184 0.06% 73
2017
Q4 		$145K Buy
832
+3
+0.4% +$531 0.07% 69
2017
Q3 		$155K Buy
829
+25
+3% +$4.43K 0.08% 64
2017
Q2 		$138K Sell
804
-62
-7% -$10.1K 0.08% 55
2017
Q1 		$142K Sell
866
-36
-4% -$5.98K 0.09% 52
2016
Q4 		$132K Buy
+902
New +$136K 0.1% 51

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Heck Capital Advisors's AMGN Position: Q2 2021 in Review

Heck Capital Advisors sold out of Amgen (AMGN) in Q2 2021, closing a stake of 1,204 shares — an estimated $300K sold.

Heck Capital Advisors first reported a position in AMGN in Q4 2016 and held it in 18 quarters. The position peaked at $314K in Q3 2020. 2,194 funds tracked by Wall St. Rank hold AMGN as of Q2 2021.

  • Heck Capital Advisors reported no remaining Amgen position as of Q2 2021 after selling out during the quarter.
  • Heck Capital Advisors sold 1,204 Amgen shares in Q2 2021, an estimated $300K.
  • Heck Capital Advisors first reported a position in Amgen in Q4 2016 and held it in 18 quarters.
  • Heck Capital Advisors's Amgen position peaked at $314K in Q3 2020.
  • 2,194 funds tracked by Wall St. Rank held Amgen as of Q2 2021.

Based on Heck Capital Advisors's 13F filing for Q2 2021, filed 19 May 2025.