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Lumature Wealth Partners’s Amgen AMGN Stock Holding History

Lumature Wealth Partners’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
Q2 		$111K Buy
500
+83
+20% +$19.3K 0.07% 189
2023
Q1 		$101K Buy
417
+32
+8% +$7.86K 0.06% 186
2022
Q4 		$101K Buy
385
+241
+167% +$64.6K 0.06% 186
2022
Q3 		$32K Buy
144
+1
+0.7% +$242 0.02% 251
2022
Q2 		$35K Buy
143
+1
+0.7% +$245 0.02% 253
2022
Q1 		$34K Buy
142
+48
+51% +$11K 0.01% 278
2021
Q4 		$21K Buy
94
+13
+16% +$2.74K 0.01% 290
2021
Q3 		$17K Sell
81
-94
-54% -$21.6K 0.01% 303
2021
Q2 		$43K Buy
175
+79
+82% +$19.4K 0.02% 241
2021
Q1 		$24K Buy
+96
New +$22.9K 0.01% 255

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Lumature Wealth Partners's AMGN Position: Q2 2023 in Review

Lumature Wealth Partners increased its Amgen (AMGN) stake by 20% in Q2 2023, buying an estimated $19.3K and bringing the position to 500 shares worth $111K. The position accounts for 0.07% of the portfolio, ranked #189.

Lumature Wealth Partners first reported a position in AMGN in Q1 2021 and has held it in 10 quarters since. 2,391 funds tracked by Wall St. Rank hold AMGN as of Q2 2023.

  • Lumature Wealth Partners held 500 shares of Amgen worth $111K as of Q2 2023.
  • Lumature Wealth Partners bought 83 Amgen shares in Q2 2023, an estimated $19.3K.
  • Amgen made up 0.07% of Lumature Wealth Partners's portfolio in Q2 2023, its #189 holding.
  • Lumature Wealth Partners first reported a position in Amgen in Q1 2021 and has held it in 10 quarters since.
  • 2,391 funds tracked by Wall St. Rank held Amgen as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.