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Johanson Financial Advisors’s Amgen AMGN Stock Holding History

Johanson 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
2021
Q4 		$1.45M Buy
6,456
+190
+3% +$40.1K 0.45% 52
2021
Q3 		$1.33M Buy
6,266
+108
+2% +$24.9K 0.46% 50
2021
Q2 		$1.52M Buy
6,158
+148
+2% +$36.4K 0.51% 47
2021
Q1 		$1.5M Buy
6,010
+303
+5% +$72.3K 0.55% 44
2020
Q4 		$1.31M Sell
5,707
-21
-0.4% -$4.84K 0.53% 45
2020
Q3 		$1.47M Buy
5,728
+286
+5% +$70.9K 0.66% 36
2020
Q2 		$1.28M Buy
5,442
+82
+2% +$18.7K 0.64% 36
2020
Q1 		$1.08M Sell
5,360
-1,211,441
-100% -$265M 0.62% 38
2019
Q4 		$5.05M Buy
1,216,801
+1,211,802
+24,241% +$267M 0.24% 65
2019
Q3 		$968K Buy
4,999
+380
+8% +$72.9K 0.5% 46
2019
Q2 		$851K Buy
4,619
+428
+10% +$76.6K 0.45% 51
2019
Q1 		$795K Buy
4,191
+179
+4% +$34.2K 0.45% 50
2018
Q4 		$780K Buy
4,012
+93
+2% +$18.1K 0.53% 46
2018
Q3 		$814K Buy
3,919
+61
+2% +$12K 0.47% 49
2018
Q2 		$718K Buy
3,858
+150
+4% +$26.5K 0.46% 49
2018
Q1 		$631K Buy
3,708
+1,030
+38% +$189K 0.42% 49
2017
Q4 		$465K Buy
2,678
+116
+5% +$20.5K 0.31% 57
2017
Q3 		$482K Buy
2,562
+462
+22% +$81.9K 0.35% 51
2017
Q2 		$362K Buy
2,100
+32
+2% +$5.21K 0.29% 57
2017
Q1 		$338K Buy
+2,068
New +$344K 0.3% 59
2016
Q4 		– Sell
-1,224
Closed -$205K – 11
2016
Q3 		$205K Buy
+1,224
New +$207K 0.22% 72

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Johanson Financial Advisors's AMGN Position: Q4 2021 in Review

Johanson Financial Advisors increased its Amgen (AMGN) stake by 3% in Q4 2021, buying an estimated $40.1K and bringing the position to 6,456 shares worth $1.45M. The position accounts for 0.45% of the portfolio, ranked #52.

Johanson Financial Advisors first reported a position in AMGN in Q3 2016 and has held it in 21 quarters since. The position peaked at $5.05M in Q4 2019. 2,293 funds tracked by Wall St. Rank hold AMGN as of Q4 2021.

  • Johanson Financial Advisors held 6,456 shares of Amgen worth $1.45M as of Q4 2021.
  • Johanson Financial Advisors bought 190 Amgen shares in Q4 2021, an estimated $40.1K.
  • Amgen made up 0.45% of Johanson Financial Advisors's portfolio in Q4 2021, its #52 holding.
  • Johanson Financial Advisors first reported a position in Amgen in Q3 2016 and has held it in 21 quarters since.
  • Johanson Financial Advisors's Amgen position peaked at $5.05M in Q4 2019.
  • 2,293 funds tracked by Wall St. Rank held Amgen as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.