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Lighthouse Financial Advisors’s Amgen AMGN Stock Holding History

Lighthouse Financial 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
2020
Q1 		– Sell
-63
Closed -$15K – 81
2019
Q4 		$15K Buy
+63
New +$13.9K 0.01% 168

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lighthouse Financial Advisors's AMGN Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of Amgen (AMGN) in Q1 2020, closing a stake of 63 shares — an estimated $15K sold.

Lighthouse Financial Advisors first reported a position in AMGN in Q4 2019 and held it in 1 quarter. The position peaked at $15K in Q4 2019. 2,030 funds tracked by Wall St. Rank hold AMGN as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining Amgen position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 63 Amgen shares in Q1 2020, an estimated $15K.
  • Lighthouse Financial Advisors first reported a position in Amgen in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's Amgen position peaked at $15K in Q4 2019.
  • 2,030 funds tracked by Wall St. Rank held Amgen as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.