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MPS Loria Financial Planners’s Amgen AMGN Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-382
Closed -$95K – 114
2021
Q1 		$95K Buy
382
+1
+0.3% +$239 0.04% 117
2020
Q4 		$86K Buy
381
+190
+99% +$43.8K 0.04% 122
2020
Q3 		$49K Buy
191
+1
+0.5% +$248 0.03% 146
2020
Q2 		$45K Buy
+190
New +$43.4K 0.02% 149
2017
Q3 		– Sell
-175
Closed -$30K – 85
2017
Q2 		$30K Buy
+175
New +$28.5K 0.02% 198

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

MPS Loria Financial Planners's AMGN Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Amgen (AMGN) in Q2 2021, closing a stake of 382 shares — an estimated $95K sold.

MPS Loria Financial Planners first reported a position in AMGN in Q2 2017 and held it in 5 quarters. The position peaked at $95K in Q1 2021. 2,194 funds tracked by Wall St. Rank hold AMGN as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Amgen position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 382 Amgen shares in Q2 2021, an estimated $95K.
  • MPS Loria Financial Planners first reported a position in Amgen in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Amgen position peaked at $95K in Q1 2021.
  • 2,194 funds tracked by Wall St. Rank held Amgen as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.