Intersect Capital’s Amgen AMGN Stock Holding History

Intersect Capital’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 Q2	$2.38M	Buy	9,796 +115	+1%	+$28.2K	0.72%	26
2022 Q1	$2.34M	Buy	9,681 +1,750	+22%	+$402K	0.45%	44
2021 Q4	$1.78M	Buy	7,931 +1,640	+26%	+$346K	0.33%	60
2021 Q3	$1.34M	Sell	6,291 -90	-1%	-$20.7K	0.23%	83
2021 Q2	$1.55M	Sell	6,381 -97	-1%	-$23.9K	0.27%	71
2021 Q1	$1.61M	Buy	6,478 +309	+5%	+$73.7K	0.33%	63
2020 Q4	$1.42M	Sell	6,169 -677	-10%	-$156K	0.31%	63
2020 Q3	$1.74M	Buy	6,846 +653	+11%	+$162K	0.47%	49
2020 Q2	$1.46M	Sell	6,193 -550	-8%	-$125K	0.47%	46
2020 Q1	$1.37M	Buy	6,743 +784	+13%	+$171K	0.54%	41
2019 Q4	$1.44M	Sell	5,959 -130	-2%	-$28.7K	0.48%	43
2019 Q3	$1.18M	Sell	6,089 -334	-5%	-$64.1K	0.44%	50
2019 Q2	$1.18M	Sell	6,423 -78	-1%	-$14K	0.46%	48
2019 Q1	$1.24M	Buy	6,501 +181	+3%	+$34.6K	0.52%	42
2018 Q4	$1.23M	Buy	6,320 +815	+15%	+$159K	0.59%	39
2018 Q3	$1.14M	Sell	5,505 -100	-2%	-$19.7K	0.5%	45
2018 Q2	$1.03M	Buy	5,605 +600	+12%	+$106K	0.5%	45
2018 Q1	$853K	Buy	5,005 +1,248	+33%	+$229K	0.45%	46
2017 Q4	$653K	Buy	3,757 +1,507	+67%	+$267K	0.35%	57
2017 Q3	$420K	Buy	2,250 +45	+2%	+$7.97K	0.24%	73
2017 Q2	$380K	Buy	+2,205	New	+$359K	0.23%	77
2015 Q2	–	Sell	-350	Closed	-$55K	–	119
2015 Q1	$55K	Hold	350	–	–	0.04%	170
2014 Q4	$56K	Buy	+350	New	+$54.5K	0.05%	173

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Intersect Capital's AMGN Position: Q2 2022 in Review

Intersect Capital increased its Amgen (AMGN) stake by 1.2% in Q2 2022, buying an estimated $28.2K and bringing the position to 9,796 shares worth $2.38M. The position accounts for 0.72% of the portfolio, ranked #26.

Intersect Capital first reported a position in AMGN in Q4 2014 and has held it in 23 quarters since. 2,353 funds tracked by Wall St. Rank hold AMGN as of Q2 2022.

Intersect Capital held 9,796 shares of Amgen worth $2.38M as of Q2 2022.
Intersect Capital bought 115 Amgen shares in Q2 2022, an estimated $28.2K.
Amgen made up 0.72% of Intersect Capital's portfolio in Q2 2022, its #26 holding.
Intersect Capital first reported a position in Amgen in Q4 2014 and has held it in 23 quarters since.
2,353 funds tracked by Wall St. Rank held Amgen as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.