LWAC
AMGN icon

Laurel Wealth Advisors (California)’s Amgen AMGN Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$1.57M Buy
5,995
+341
+6% +$91.4K 0.16% 147
2022
Q3 		$1.27M Buy
5,654
+19
+0.3% +$4.61K 0.14% 165
2022
Q2 		$1.37M Sell
5,635
-691
-11% -$169K 0.14% 161
2022
Q1 		$1.53M Sell
6,326
-732
-10% -$168K 0.13% 174
2021
Q4 		$1.59M Buy
7,058
+1,924
+37% +$406K 0.12% 168
2021
Q3 		$1.09M Sell
5,134
-403
-7% -$92.8K 0.2% 119
2021
Q2 		$1.35M Sell
5,537
-224
-4% -$55.1K 0.17% 131
2021
Q1 		$1.43M Sell
5,761
-50
-0.9% -$11.9K 0.22% 107
2020
Q4 		$1.34M Sell
5,811
-216
-4% -$49.8K 0.2% 122
2020
Q3 		$1.53M Sell
6,027
-51
-0.8% -$12.6K 0.25% 94
2020
Q2 		$1.43M Buy
6,078
+78
+1% +$17.8K 0.26% 96
2020
Q1 		$1.22M Sell
6,000
-152
-2% -$33.2K 0.28% 100
2019
Q4 		$1.48M Sell
6,152
-487
-7% -$107K 0.25% 110
2019
Q3 		$1.28M Buy
6,639
+684
+11% +$131K 0.22% 119
2019
Q2 		$1.1M Buy
5,955
+48
+0.8% +$8.6K 0.24% 113
2019
Q1 		$1.12M Buy
5,907
+595
+11% +$114K 0.28% 98
2018
Q4 		$1.03M Sell
5,312
-644
-11% -$126K 0.3% 90
2018
Q3 		$1.23M Buy
5,956
+15
+0.3% +$2.96K 0.3% 91
2018
Q2 		$1.1M Buy
5,941
+349
+6% +$61.7K 0.29% 92
2018
Q1 		$953K Sell
5,592
-55
-1% -$10.1K 0.3% 88
2017
Q4 		$982K Buy
5,647
+892
+19% +$158K 0.28% 92
2017
Q3 		$886K Buy
4,755
+331
+7% +$58.6K 0.3% 89
2017
Q2 		$762K Buy
4,424
+52
+1% +$8.46K 0.27% 99
2017
Q1 		$717K Sell
4,372
-350
-7% -$58.2K 0.28% 98
2016
Q4 		$690K Sell
4,722
-7
-0.1% -$1.05K 0.31% 92
2016
Q3 		$789K Sell
4,729
-221
-4% -$37.4K 0.37% 76
2016
Q2 		$753K Buy
4,950
+322
+7% +$50.1K 0.36% 76
2016
Q1 		$694K Sell
4,628
-315
-6% -$46.8K 0.35% 78
2015
Q4 		$802K Buy
+4,943
New +$777K 0.41% 70

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Laurel Wealth Advisors (California)'s AMGN Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Amgen (AMGN) stake by 6% in Q4 2022, buying an estimated $91.4K and bringing the position to 5,995 shares worth $1.57M. The position accounts for 0.16% of the portfolio, ranked #147.

Laurel Wealth Advisors (California) first reported a position in AMGN in Q4 2015 and has held it in 29 quarters since. The position peaked at $1.59M in Q4 2021. 2,501 funds tracked by Wall St. Rank hold AMGN as of Q4 2022.

  • Laurel Wealth Advisors (California) held 5,995 shares of Amgen worth $1.57M as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 341 Amgen shares in Q4 2022, an estimated $91.4K.
  • Amgen made up 0.16% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #147 holding.
  • Laurel Wealth Advisors (California) first reported a position in Amgen in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s Amgen position peaked at $1.59M in Q4 2021.
  • 2,501 funds tracked by Wall St. Rank held Amgen as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.