KCS Wealth Advisory’s Amgen AMGN Stock Holding History

KCS Wealth Advisory’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
2023 Q3	$273K	Sell	1,016 -764	-43%	-$191K	0.12%	118
2023 Q2	$395K	Buy	1,780 +14	+0.8%	+$3.25K	0.14%	113
2023 Q1	$427K	Sell	1,766 -7	-0.4%	-$1.72K	0.16%	106
2022 Q4	$466K	Sell	1,773 -6	-0.3%	-$1.61K	0.19%	104
2022 Q3	$401K	Buy	1,779 +10	+0.6%	+$2.42K	0.19%	109
2022 Q2	$430K	Hold	1,769	–	–	0.19%	108
2022 Q1	$428K	Buy	1,769 +13	+0.7%	+$2.99K	0.2%	108
2021 Q4	$395K	Sell	1,756 -8	-0.5%	-$1.69K	0.16%	125
2021 Q3	$375K	Hold	1,764	–	–	0.18%	109
2021 Q2	$430K	Sell	1,764 -1	-0.1%	-$246	0.2%	107
2021 Q1	$439K	Buy	1,765 +366	+26%	+$87.3K	0.23%	108
2020 Q4	$322K	Buy	1,399 +2	+0.1%	+$461	0.21%	118
2020 Q3	$355K	Buy	1,397 +2	+0.1%	+$495	0.28%	106
2020 Q2	$329K	Buy	1,395 +35	+3%	+$7.99K	0.27%	112
2020 Q1	$276K	Sell	1,360 -1	-0.1%	-$218	0.28%	112
2019 Q4	$328K	Buy	1,361 +22	+2%	+$4.85K	0.25%	118
2019 Q3	$259K	Buy	1,339 +27	+2%	+$5.18K	0.18%	132
2019 Q2	$242K	Sell	1,312 -24	-2%	-$4.3K	0.19%	138
2019 Q1	$254K	Buy	1,336 +18	+1%	+$3.44K	0.22%	128
2018 Q4	$257K	Buy	1,318 +11	+0.8%	+$2.15K	0.27%	125
2018 Q3	$271K	Sell	1,307 -171	-12%	-$33.7K	0.25%	127
2018 Q2	$273K	Sell	1,478 -32	-2%	-$5.66K	0.25%	128
2018 Q1	$257K	Buy	+1,510	New	+$277K	0.23%	140

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

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

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

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

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

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

KCS Wealth Advisory's AMGN Position: Q3 2023 in Review

KCS Wealth Advisory reduced its Amgen (AMGN) stake by 43% in Q3 2023, selling an estimated $191K and leaving 1,016 shares worth $273K. The position accounts for 0.12% of the portfolio, ranked #118.

KCS Wealth Advisory first reported a position in AMGN in Q1 2018 and has held it in 23 quarters since. The position peaked at $466K in Q4 2022. 2,501 funds tracked by Wall St. Rank hold AMGN as of Q3 2023.

KCS Wealth Advisory held 1,016 shares of Amgen worth $273K as of Q3 2023.
KCS Wealth Advisory sold 764 Amgen shares in Q3 2023, an estimated $191K.
Amgen made up 0.12% of KCS Wealth Advisory's portfolio in Q3 2023, its #118 holding.
KCS Wealth Advisory first reported a position in Amgen in Q1 2018 and has held it in 23 quarters since.
KCS Wealth Advisory's Amgen position peaked at $466K in Q4 2022.
2,501 funds tracked by Wall St. Rank held Amgen as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.