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Marietta Wealth Management’s Amgen AMGN Stock Holding History

Marietta Wealth Management’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
Q3 		– Sell
-949
Closed -$231K – 104
2022
Q2 		$231K Sell
949
-86
-8% -$21.1K 0.06% 105
2022
Q1 		$250K Sell
1,035
-2,130
-67% -$489K 0.05% 106
2021
Q4 		$712K Sell
3,165
-2,355
-43% -$497K 0.14% 92
2021
Q3 		$1.17M Sell
5,520
-15,818
-74% -$3.64M 0.26% 86
2021
Q2 		$5.2M Buy
21,338
+853
+4% +$210K 1.17% 33
2021
Q1 		$5.1M Buy
20,485
+1,122
+6% +$268K 1.27% 25
2020
Q4 		$4.45M Buy
19,363
+1,018
+6% +$235K 1.22% 28
2020
Q3 		$4.66M Sell
18,345
-3,931
-18% -$974K 1.45% 21
2020
Q2 		$5.25M Buy
22,276
+216
+1% +$49.3K 1.79% 13
2020
Q1 		$4.47M Buy
22,060
+412
+2% +$90K 1.74% 11
2019
Q4 		$5.22M Buy
21,648
+1
+0% +$220 1.72% 11
2019
Q3 		$4.19M Buy
21,647
+4,729
+28% +$908K 1.53% 18
2019
Q2 		$3.12M Buy
16,918
+998
+6% +$179K 1.21% 33
2019
Q1 		$3.02M Buy
15,920
+389
+3% +$74.3K 1.24% 36
2018
Q4 		$3.02M Buy
15,531
+918
+6% +$179K 1.45% 23
2018
Q3 		$3.03M Buy
14,613
+20
+0.1% +$3.94K 1.34% 23
2018
Q2 		$2.69M Buy
14,593
+500
+4% +$88.4K 1.32% 28
2018
Q1 		$2.4M Buy
14,093
+637
+5% +$117K 1.26% 27
2017
Q4 		$2.34M Sell
13,456
-269
-2% -$47.6K 1.27% 29
2017
Q3 		$2.56M Buy
13,725
+563
+4% +$99.8K 1.43% 24
2017
Q2 		$2.27M Buy
13,162
+550
+4% +$89.5K 1.38% 24
2017
Q1 		$2.07M Buy
12,612
+3,183
+34% +$529K 1.37% 26
2016
Q4 		$1.38M Buy
+9,429
New +$1.42M 1.1% 37

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Marietta Wealth Management's AMGN Position: Q3 2022 in Review

Marietta Wealth Management sold out of Amgen (AMGN) in Q3 2022, closing a stake of 949 shares — an estimated $231K sold.

Marietta Wealth Management first reported a position in AMGN in Q4 2016 and held it in 23 quarters. The position peaked at $5.25M in Q2 2020. 2,324 funds tracked by Wall St. Rank hold AMGN as of Q3 2022.

  • Marietta Wealth Management reported no remaining Amgen position as of Q3 2022 after selling out during the quarter.
  • Marietta Wealth Management sold 949 Amgen shares in Q3 2022, an estimated $231K.
  • Marietta Wealth Management first reported a position in Amgen in Q4 2016 and held it in 23 quarters.
  • Marietta Wealth Management's Amgen position peaked at $5.25M in Q2 2020.
  • 2,324 funds tracked by Wall St. Rank held Amgen as of Q3 2022.

Based on Marietta Wealth Management's 13F filing for Q3 2022, filed 20 Oct 2022.