Hefty Wealth Partners’s Amgen AMGN Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$827K	Buy	+4,850	New	+$890K	0.53%	61

Other funds holding AMGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hefty Wealth Partners's AMGN Position: Q1 2018 in Review

Hefty Wealth Partners opened a new position in Amgen (AMGN) in Q1 2018: 4,850 shares worth $827K. The stake represents 0.53% of the portfolio and ranks #61 among its holdings.

1,749 funds tracked by Wall St. Rank hold AMGN as of Q1 2018.

Hefty Wealth Partners held 4,850 shares of Amgen worth $827K as of Q1 2018.
Amgen was a new Hefty Wealth Partners position in Q1 2018.
Amgen made up 0.53% of Hefty Wealth Partners's portfolio in Q1 2018, its #61 holding.
1,749 funds tracked by Wall St. Rank held Amgen as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.