LWM Advisory Services’s Amgen AMGN Stock Holding History

LWM Advisory 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
2022 Q4	–	Sell	-1,182	Closed	-$266K	–	82
2022 Q3	$266K	Buy	1,182 +290	+33%	+$70.3K	0.3%	89
2022 Q2	$217K	Buy	+892	New	+$219K	0.26%	102

Other funds holding AMGN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LWM Advisory Services's AMGN Position: Q4 2022 in Review

LWM Advisory Services sold out of Amgen (AMGN) in Q4 2022, closing a stake of 1,182 shares — an estimated $266K sold.

LWM Advisory Services first reported a position in AMGN in Q2 2022 and held it in 2 quarters. The position peaked at $266K in Q3 2022. 2,501 funds tracked by Wall St. Rank hold AMGN as of Q4 2022.

LWM Advisory Services reported no remaining Amgen position as of Q4 2022 after selling out during the quarter.
LWM Advisory Services sold 1,182 Amgen shares in Q4 2022, an estimated $266K.
LWM Advisory Services first reported a position in Amgen in Q2 2022 and held it in 2 quarters.
LWM Advisory Services's Amgen position peaked at $266K in Q3 2022.
2,501 funds tracked by Wall St. Rank held Amgen as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.