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Lucia Wealth Services’s Amgen AMGN Stock Holding History

Lucia Wealth Services’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
Q3 		$153K Buy
601
+14
+2% +$3.47K 0.04% 136
2020
Q2 		$138K Buy
+587
New +$134K 0.04% 133
2019
Q1 		– Sell
-2,498
Closed -$486K – 188
2018
Q4 		$486K Sell
2,498
-1,636
-40% -$319K 0.23% 75
2018
Q3 		$857K Sell
4,134
-301
-7% -$59.3K 0.27% 83
2018
Q2 		$819K Buy
+4,435
New +$784K 0.36% 66

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lucia Wealth Services's AMGN Position: Q3 2020 in Review

Lucia Wealth Services increased its Amgen (AMGN) stake by 2.4% in Q3 2020, buying an estimated $3.47K and bringing the position to 601 shares worth $153K. The position accounts for 0.04% of the portfolio, ranked #136.

Lucia Wealth Services first reported a position in AMGN in Q2 2018 and has held it in 5 quarters since. The position peaked at $857K in Q3 2018. 2,127 funds tracked by Wall St. Rank hold AMGN as of Q3 2020.

  • Lucia Wealth Services held 601 shares of Amgen worth $153K as of Q3 2020.
  • Lucia Wealth Services bought 14 Amgen shares in Q3 2020, an estimated $3.47K.
  • Amgen made up 0.04% of Lucia Wealth Services's portfolio in Q3 2020, its #136 holding.
  • Lucia Wealth Services first reported a position in Amgen in Q2 2018 and has held it in 5 quarters since.
  • Lucia Wealth Services's Amgen position peaked at $857K in Q3 2018.
  • 2,127 funds tracked by Wall St. Rank held Amgen as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.