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Mosaic Advisors’s Amgen AMGN Stock Holding History

Mosaic Advisors’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
Q1 		– Sell
-1,340
Closed -$301K – 20
2021
Q4 		$301K Sell
1,340
-1,353
-50% -$286K 0.22% 37
2021
Q3 		$573K Sell
2,693
-313
-10% -$72K 0.38% 21
2021
Q2 		$733K Hold
3,006
– – 0.48% 19
2021
Q1 		$748K Sell
3,006
-1,392
-32% -$332K 0.63% 14
2020
Q4 		$1.01M Buy
+4,398
New +$1.01M 0.93% 11

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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

Mosaic Advisors's AMGN Position: Q1 2022 in Review

Mosaic Advisors sold out of Amgen (AMGN) in Q1 2022, closing a stake of 1,340 shares — an estimated $301K sold.

Mosaic Advisors first reported a position in AMGN in Q4 2020 and held it in 5 quarters. The position peaked at $1.01M in Q4 2020. 2,337 funds tracked by Wall St. Rank hold AMGN as of Q1 2022.

  • Mosaic Advisors reported no remaining Amgen position as of Q1 2022 after selling out during the quarter.
  • Mosaic Advisors sold 1,340 Amgen shares in Q1 2022, an estimated $301K.
  • Mosaic Advisors first reported a position in Amgen in Q4 2020 and held it in 5 quarters.
  • Mosaic Advisors's Amgen position peaked at $1.01M in Q4 2020.
  • 2,337 funds tracked by Wall St. Rank held Amgen as of Q1 2022.

Based on Mosaic Advisors's 13F filing for Q1 2022, filed 13 May 2022.