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Lenox Wealth Advisors’s Amgen AMGN Stock Holding History

Lenox Wealth Advisors’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
Q1 		$67K Sell
267
-103
-28% -$23.7K 0.01% 210
2021
Q4 		$83K Buy
370
+23
+7% +$4.85K 0.01% 189
2021
Q3 		$74K Buy
347
+40
+13% +$9.21K 0.01% 183
2021
Q2 		$75K Sell
307
-19
-6% -$4.67K 0.01% 176
2021
Q1 		$81K Buy
326
+19
+6% +$4.53K 0.01% 140
2020
Q4 		$71K Buy
307
+3
+1% +$692 0.01% 149
2020
Q3 		$77K Buy
304
+22
+8% +$5.45K 0.01% 130
2020
Q2 		$67K Sell
282
-17
-6% -$3.88K 0.01% 129
2020
Q1 		$61K Sell
299
-5
-2% -$1.09K 0.01% 122
2019
Q4 		$73K Buy
304
+58
+24% +$12.8K 0.01% 137
2019
Q3 		$48K Buy
246
+86
+54% +$16.5K 0.01% 160
2019
Q2 		$29K Sell
160
-1
-0.6% -$179 0.01% 184
2019
Q1 		$31K Hold
161
– – 0.01% 167
2018
Q4 		$31K Hold
161
– – 0.01% 161
2018
Q3 		$33K Hold
161
– – 0.01% 166
2018
Q2 		$30K Sell
161
-503
-76% -$89K 0.01% 191
2018
Q1 		$113K Buy
664
+575
+646% +$106K 0.03% 96
2017
Q4 		$15K Buy
89
+84
+1,680% +$14.9K ﹤0.01% 148
2017
Q3 		$1K Buy
+5
New +$886 ﹤0.01% 193
2016
Q1 		– Sell
-35
Closed -$6K – 255
2015
Q4 		$6K Buy
+35
New +$5.5K ﹤0.01% 206
2014
Q2 		– Sell
-50
Closed -$6K – 183
2014
Q1 		$6K Hold
50
– – ﹤0.01% 153
2013
Q4 		$6K Hold
50
– – ﹤0.01% 210
2013
Q3 		$6K Buy
+50
New +$5.42K 0.01% 137

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lenox Wealth Advisors's AMGN Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Amgen (AMGN) stake by 28% in Q1 2022, selling an estimated $23.7K and leaving 267 shares worth $67K. The position accounts for 0.01% of the portfolio, ranked #210.

Lenox Wealth Advisors first reported a position in AMGN in Q3 2013 and has held it in 23 quarters since. The position peaked at $113K in Q1 2018. 2,338 funds tracked by Wall St. Rank hold AMGN as of Q1 2022.

  • Lenox Wealth Advisors held 267 shares of Amgen worth $67K as of Q1 2022.
  • Lenox Wealth Advisors sold 103 Amgen shares in Q1 2022, an estimated $23.7K.
  • Amgen made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #210 holding.
  • Lenox Wealth Advisors first reported a position in Amgen in Q3 2013 and has held it in 23 quarters since.
  • Lenox Wealth Advisors's Amgen position peaked at $113K in Q1 2018.
  • 2,338 funds tracked by Wall St. Rank held Amgen as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.