Intercontinental Wealth Advisors’s Amgen AMGN Stock Holding History

Intercontinental Wealth 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	–	Sell	-653	Closed	-$151K	–	161
2019 Q4	$151K	Sell	653 -252	-28%	-$55.5K	0.13%	132
2019 Q3	$175K	Buy	905 +69	+8%	+$13.2K	0.11%	135
2019 Q2	$154K	Sell	836 -1	-0.1%	-$179	0.08%	137
2019 Q1	$159K	Hold	837	–	–	0.08%	141
2018 Q4	$163K	Buy	+837	New	+$163K	0.09%	133
2017 Q2	–	Sell	-1,235	Closed	-$203K	–	127
2017 Q1	$203K	Buy	+1,235	New	+$205K	0.12%	134
2016 Q4	–	Sell	-1,293	Closed	-$216K	–	139
2016 Q3	$216K	Buy	+1,293	New	+$219K	0.15%	112
2016 Q2	–	Sell	-1,423	Closed	-$213K	–	123
2016 Q1	$213K	Buy	+1,423	New	+$211K	0.16%	115

Other funds holding AMGN

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

BlackRock New York $5.72T AUM 30.48% 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

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

Intercontinental Wealth Advisors's AMGN Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of Amgen (AMGN) in Q1 2020, closing a stake of 653 shares — an estimated $151K sold.

Intercontinental Wealth Advisors first reported a position in AMGN in Q1 2016 and held it in 8 quarters. The position peaked at $216K in Q3 2016. 2,029 funds tracked by Wall St. Rank hold AMGN as of Q1 2020.

Intercontinental Wealth Advisors reported no remaining Amgen position as of Q1 2020 after selling out during the quarter.
Intercontinental Wealth Advisors sold 653 Amgen shares in Q1 2020, an estimated $151K.
Intercontinental Wealth Advisors first reported a position in Amgen in Q1 2016 and held it in 8 quarters.
Intercontinental Wealth Advisors's Amgen position peaked at $216K in Q3 2016.
2,029 funds tracked by Wall St. Rank held Amgen as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.