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Kore Private Wealth’s Amgen AMGN Stock Holding History

Kore Private Wealth’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
Q3 		$258K Buy
1,143
+1
+0.1% +$242 0.05% 208
2022
Q2 		$278K Sell
1,142
-25
-2% -$6.13K 0.04% 229
2022
Q1 		$282K Buy
1,167
+58
+5% +$13.3K 0.04% 255
2021
Q4 		$250K Sell
1,109
-1,092
-50% -$230K 0.03% 263
2021
Q3 		$468K Buy
2,201
+137
+7% +$31.5K 0.05% 246
2021
Q2 		$503K Buy
2,064
+122
+6% +$30K 0.06% 218
2021
Q1 		$483K Buy
1,942
+244
+14% +$58.2K 0.07% 198
2020
Q4 		$390K Buy
1,698
+310
+22% +$71.5K 0.06% 193
2020
Q3 		$353K Buy
1,388
+124
+10% +$30.7K 0.07% 171
2020
Q2 		$298K Sell
1,264
-219
-15% -$50K 0.06% 179
2020
Q1 		$301K Buy
1,483
+290
+24% +$63.3K 0.07% 165
2019
Q4 		$288K Buy
1,193
+68
+6% +$15K 0.05% 199
2019
Q3 		$217K Buy
+1,125
New +$216K 0.05% 205
2019
Q2 		– Sell
-1,298
Closed -$247K – 256
2019
Q1 		$247K Sell
1,298
-8
-0.6% -$1.53K 0.06% 179
2018
Q4 		$254K Buy
+1,306
New +$255K 0.07% 174

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kore Private Wealth's AMGN Position: Q3 2022 in Review

Kore Private Wealth increased its Amgen (AMGN) stake by 0.09% in Q3 2022, buying an estimated $242 and bringing the position to 1,143 shares worth $258K. The position accounts for 0.05% of the portfolio, ranked #208.

Kore Private Wealth first reported a position in AMGN in Q4 2018 and has held it in 15 quarters since. The position peaked at $503K in Q2 2021. 2,323 funds tracked by Wall St. Rank hold AMGN as of Q3 2022.

  • Kore Private Wealth held 1,143 shares of Amgen worth $258K as of Q3 2022.
  • Kore Private Wealth bought 1 Amgen share in Q3 2022, an estimated $242.
  • Amgen made up 0.05% of Kore Private Wealth's portfolio in Q3 2022, its #208 holding.
  • Kore Private Wealth first reported a position in Amgen in Q4 2018 and has held it in 15 quarters since.
  • Kore Private Wealth's Amgen position peaked at $503K in Q2 2021.
  • 2,323 funds tracked by Wall St. Rank held Amgen as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.