Joseph P. Lucia & Associates’s Amgen AMGN Stock Holding History

Joseph P. Lucia & Associates’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	–	Sell	-75	Closed	-$18K	–	433
2022 Q1	$18K	Buy	+75	New	+$17.2K	0.01%	274
2021 Q4	–	Sell	-75	Closed	-$16K	–	139
2021 Q3	$16K	Hold	75	–	–	0.01%	329
2021 Q2	$18K	Hold	75	–	–	0.01%	325
2021 Q1	$19K	Hold	75	–	–	0.01%	296
2020 Q4	$17K	Buy	+75	New	+$17.3K	0.01%	284
2020 Q3	–	Sell	-75	Closed	-$18K	–	101
2020 Q2	$18K	Hold	75	–	–	0.02%	249
2020 Q1	$15K	Hold	75	–	–	0.02%	248
2019 Q4	$18K	Hold	75	–	–	0.02%	253
2019 Q3	$15K	Hold	75	–	–	0.02%	271
2019 Q2	$14K	Sell	75 -14,541	-99%	-$2.6M	0.01%	270
2019 Q1	$75	Buy	+14,616	New	+$2.79M	0.01%	277

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

Joseph P. Lucia & Associates's AMGN Position: Q2 2022 in Review

Joseph P. Lucia & Associates sold out of Amgen (AMGN) in Q2 2022, closing a stake of 75 shares — an estimated $18K sold.

Joseph P. Lucia & Associates first reported a position in AMGN in Q1 2019 and held it in 11 quarters. The position peaked at $19K in Q1 2021. 2,352 funds tracked by Wall St. Rank hold AMGN as of Q2 2022.

Joseph P. Lucia & Associates reported no remaining Amgen position as of Q2 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 75 Amgen shares in Q2 2022, an estimated $18K.
Joseph P. Lucia & Associates first reported a position in Amgen in Q1 2019 and held it in 11 quarters.
Joseph P. Lucia & Associates's Amgen position peaked at $19K in Q1 2021.
2,352 funds tracked by Wall St. Rank held Amgen as of Q2 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2022, filed 26 Jul 2022.