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Moller Wealth Partners’s Amgen AMGN Stock Holding History

Moller 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
2021
Q1 		– Sell
-6,653
Closed -$1.53M – 49
2020
Q4 		$1.53M Buy
+6,653
New +$1.53M 0.63% 26
2019
Q1 		– Sell
-8,172
Closed -$1.61M – 57
2018
Q4 		$1.61M Buy
+8,172
New +$1.59M 1.05% 19
2014
Q4 		– Sell
-8,282
Closed -$1.16M – 46
2014
Q3 		$1.16M Hold
8,282
– – 0.55% 24
2014
Q2 		$980K Sell
8,282
-6,098
-42% -$706K 0.45% 29
2014
Q1 		$1.77M Sell
14,380
-162
-1% -$19.6K 0.91% 16
2013
Q4 		$1.66M Sell
14,542
-366
-2% -$41.6K 0.89% 19
2013
Q3 		$1.67M Hold
14,908
– – 1.05% 17
2013
Q2 		$1.47M Buy
+14,908
New +$1.55M 1.07% 18

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Moller Wealth Partners's AMGN Position: Q1 2021 in Review

Moller Wealth Partners sold out of Amgen (AMGN) in Q1 2021, closing a stake of 6,653 shares — an estimated $1.53M sold.

Moller Wealth Partners first reported a position in AMGN in Q2 2013 and held it in 8 quarters. The position peaked at $1.77M in Q1 2014. 2,218 funds tracked by Wall St. Rank hold AMGN as of Q1 2021.

  • Moller Wealth Partners reported no remaining Amgen position as of Q1 2021 after selling out during the quarter.
  • Moller Wealth Partners sold 6,653 Amgen shares in Q1 2021, an estimated $1.53M.
  • Moller Wealth Partners first reported a position in Amgen in Q2 2013 and held it in 8 quarters.
  • Moller Wealth Partners's Amgen position peaked at $1.77M in Q1 2014.
  • 2,218 funds tracked by Wall St. Rank held Amgen as of Q1 2021.

Based on Moller Wealth Partners's 13F filing for Q1 2021, filed 19 Apr 2021.