Independence Advisors’s Amgen AMGN Stock Holding History

Independence 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 Q3	$849K	Hold	3,340	–	–	0.18%	41
2020 Q2	$788K	Hold	3,340	–	–	0.18%	41
2020 Q1	$677K	Hold	3,340	–	–	0.19%	40
2019 Q4	$805K	Sell	3,340 -70	-2%	-$15.4K	0.19%	40
2019 Q3	$660K	Sell	3,410 -177	-5%	-$34K	0.16%	44
2019 Q2	$661K	Buy	3,587 +67	+2%	+$12K	0.17%	47
2019 Q1	$669K	Sell	3,520 -17	-0.5%	-$3.25K	0.19%	45
2018 Q4	$689K	Sell	3,537 -8	-0.2%	-$1.56K	0.23%	38
2018 Q3	$735K	Buy	3,545 +125	+4%	+$24.6K	0.22%	40
2018 Q2	$631K	Buy	3,420 +39	+1%	+$6.9K	0.2%	40
2018 Q1	$576K	Sell	3,381 -39	-1%	-$7.16K	0.19%	40
2017 Q4	$595K	Buy	3,420 +39	+1%	+$6.9K	0.2%	39
2017 Q3	$630K	Hold	3,381	–	–	0.25%	33
2017 Q2	$582K	Hold	3,381	–	–	0.23%	37
2017 Q1	$555K	Hold	3,381	–	–	0.23%	37
2016 Q4	$494K	Sell	3,381 -12	-0.4%	-$1.81K	0.22%	41
2016 Q3	$566K	Buy	3,393 +1,888	+125%	+$319K	0.27%	35
2016 Q2	$229K	Buy	+1,505	New	+$234K	0.12%	44

Other funds holding AMGN

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Independence Advisors's AMGN Position: Q3 2020 in Review

Independence Advisors held its Amgen (AMGN) position steady in Q3 2020 at 3,340 shares worth $849K. The position accounts for 0.18% of the portfolio, ranked #41.

Independence Advisors first reported a position in AMGN in Q2 2016 and has held it in 18 quarters since. 2,127 funds tracked by Wall St. Rank hold AMGN as of Q3 2020.

Independence Advisors held 3,340 shares of Amgen worth $849K as of Q3 2020.
Independence Advisors left its Amgen share count unchanged in Q3 2020.
Amgen made up 0.18% of Independence Advisors's portfolio in Q3 2020, its #41 holding.
Independence Advisors first reported a position in Amgen in Q2 2016 and has held it in 18 quarters since.
2,127 funds tracked by Wall St. Rank held Amgen as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.