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Laurel Wealth Planning’s Amgen AMGN Stock Holding History

Laurel Wealth Planning’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
Q1 		– Sell
-600
Closed -$158K – 69
2022
Q4 		$158K Hold
600
– – 0.1% 64
2022
Q3 		$135K Sell
600
-11
-2% -$2.67K 0.1% 66
2022
Q2 		$149K Buy
611
+11
+2% +$2.7K 0.1% 69
2022
Q1 		$145K Buy
+600
New +$138K 0.1% 77

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Laurel Wealth Planning's AMGN Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Amgen (AMGN) in Q1 2023, closing a stake of 600 shares — an estimated $158K sold.

Laurel Wealth Planning first reported a position in AMGN in Q1 2022 and held it in 4 quarters. The position peaked at $158K in Q4 2022. 2,434 funds tracked by Wall St. Rank hold AMGN as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Amgen position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 600 Amgen shares in Q1 2023, an estimated $158K.
  • Laurel Wealth Planning first reported a position in Amgen in Q1 2022 and held it in 4 quarters.
  • Laurel Wealth Planning's Amgen position peaked at $158K in Q4 2022.
  • 2,434 funds tracked by Wall St. Rank held Amgen as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.