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Heritage Wealth Management (Arizona)’s Amgen AMGN Stock Holding History

Heritage Wealth Management (Arizona)’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 		$90.3K Buy
344
+212
+161% +$56.8K 0.01% 426
2022
Q3 		$30K Buy
132
+16
+14% +$3.88K 0.01% 467
2022
Q2 		$28.2K Hold
116
– – 0.01% 496
2022
Q1 		$28K Buy
+116
New +$26.7K 0.01% 548
2021
Q3 		$25K Sell
116
-9
-7% -$2.07K 0.01% 525
2021
Q2 		$30K Hold
125
– – 0.01% 511
2021
Q1 		$31K Buy
+125
New +$29.8K 0.02% 438

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AMGN Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Amgen (AMGN) stake by 161% in Q4 2022, buying an estimated $56.8K and bringing the position to 344 shares worth $90.3K. The position accounts for 0.01% of the portfolio, ranked #426.

Heritage Wealth Management (Arizona) first reported a position in AMGN in Q1 2021 and has held it in 7 quarters since. 2,501 funds tracked by Wall St. Rank hold AMGN as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 344 shares of Amgen worth $90.3K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 212 Amgen shares in Q4 2022, an estimated $56.8K.
  • Amgen made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #426 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Amgen in Q1 2021 and has held it in 7 quarters since.
  • 2,501 funds tracked by Wall St. Rank held Amgen as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.