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Huber Financial Advisors’s Amgen AMGN Stock Holding History

Huber 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
2020
Q1 		$1.1M Buy
5,420
+19
+0.4% +$4.15K 0.41% 29
2019
Q4 		$1.3M Buy
5,401
+204
+4% +$45K 0.45% 29
2019
Q3 		$1.01M Buy
5,197
+17
+0.3% +$3.26K 0.39% 36
2019
Q2 		$955K Sell
5,180
-82
-2% -$14.7K 0.41% 32
2019
Q1 		$1M Buy
5,262
+2,409
+84% +$460K 0.49% 30
2018
Q4 		$555K Buy
2,853
+110
+4% +$21.5K 0.3% 47
2018
Q3 		$569K Buy
2,743
+8
+0.3% +$1.58K 0.44% 41
2018
Q2 		$504K Buy
2,735
+8
+0.3% +$1.42K 0.46% 43
2018
Q1 		$465K Buy
2,727
+8
+0.3% +$1.47K 0.46% 41
2017
Q4 		$473K Buy
+2,719
New +$481K 0.52% 37

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Huber Financial Advisors's AMGN Position: Q1 2020 in Review

Huber Financial Advisors increased its Amgen (AMGN) stake by 0.35% in Q1 2020, buying an estimated $4.15K and bringing the position to 5,420 shares worth $1.1M. The position accounts for 0.41% of the portfolio, ranked #29.

Huber Financial Advisors first reported a position in AMGN in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.3M in Q4 2019. 2,030 funds tracked by Wall St. Rank hold AMGN as of Q1 2020.

  • Huber Financial Advisors held 5,420 shares of Amgen worth $1.1M as of Q1 2020.
  • Huber Financial Advisors bought 19 Amgen shares in Q1 2020, an estimated $4.15K.
  • Amgen made up 0.41% of Huber Financial Advisors's portfolio in Q1 2020, its #29 holding.
  • Huber Financial Advisors first reported a position in Amgen in Q4 2017 and has held it in 10 quarters since.
  • Huber Financial Advisors's Amgen position peaked at $1.3M in Q4 2019.
  • 2,030 funds tracked by Wall St. Rank held Amgen as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.