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Next Financial Group’s Amgen AMGN Stock Holding History

Next Financial Group’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
Q4 		$601K Sell
2,671
-148
-5% -$31.2K 0.04% 464
2021
Q3 		$599K Buy
2,819
+132
+5% +$30.4K 0.05% 398
2021
Q2 		$655K Sell
2,687
-7
-0.3% -$1.72K 0.05% 372
2021
Q1 		$671K Sell
2,694
-1,512
-36% -$361K 0.06% 331
2020
Q4 		$967K Sell
4,206
-410
-9% -$94.5K 0.09% 225
2020
Q3 		$1.17M Buy
4,616
+1,529
+50% +$379K 0.13% 173
2020
Q2 		$728K Sell
3,087
-1,681
-35% -$384K 0.08% 241
2020
Q1 		$966K Sell
4,768
-3,855
-45% -$842K 0.12% 163
2019
Q4 		$2.08M Sell
8,623
-1,037
-11% -$229K 0.21% 107
2019
Q3 		$1.87M Sell
9,660
-3,333
-26% -$640K 0.2% 117
2019
Q2 		$2.4M Buy
12,993
+10,809
+495% +$1.94M 0.26% 83
2019
Q1 		$415K Sell
2,184
-150
-6% -$28.6K 0.11% 146
2018
Q4 		$454K Buy
2,334
+65
+3% +$12.7K 0.09% 236
2018
Q3 		$470K Sell
2,269
-1,208
-35% -$238K 0.22% 101
2018
Q2 		$642K Sell
3,477
-354
-9% -$62.6K 0.25% 105
2018
Q1 		$653K Buy
3,831
+814
+27% +$149K 0.14% 173
2017
Q4 		$525K Sell
3,017
-796
-21% -$141K 0.22% 127
2017
Q3 		$698K Buy
3,813
+817
+27% +$145K 0.19% 123
2017
Q2 		$516K Buy
2,996
+290
+11% +$47.2K 0.13% 180
2017
Q1 		$442K Sell
2,706
-3,043
-53% -$506K 0.12% 187
2016
Q4 		$841K Buy
5,749
+536
+10% +$80.7K 0.15% 158
2016
Q3 		$870K Buy
5,213
+3,095
+146% +$523K 0.16% 147
2016
Q2 		$322K Buy
2,118
+15
+0.7% +$2.33K 0.1% 204
2016
Q1 		$315K Buy
2,103
+134
+7% +$19.9K 0.11% 187
2015
Q4 		$319K Sell
1,969
-487
-20% -$76.5K 0.12% 173
2015
Q3 		$339K Buy
2,456
+253
+11% +$39.9K 0.12% 186
2015
Q2 		$338K Buy
2,203
+316
+17% +$50.6K 0.12% 189
2015
Q1 		$301K Buy
1,887
+344
+22% +$54.2K 0.1% 227
2014
Q4 		$246K Sell
1,543
-2,784
-64% -$434K 0.08% 269
2014
Q3 		$608K Sell
4,327
-724
-14% -$94.5K 0.12% 185
2014
Q2 		$641K Buy
+5,051
New +$585K 0.33% 66

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's AMGN Position: Q4 2021 in Review

Next Financial Group reduced its Amgen (AMGN) stake by 5.3% in Q4 2021, selling an estimated $31.2K and leaving 2,671 shares worth $601K. The position accounts for 0.04% of the portfolio, ranked #464.

Next Financial Group first reported a position in AMGN in Q2 2014 and has held it in 31 quarters since. The position peaked at $2.4M in Q2 2019. 2,293 funds tracked by Wall St. Rank hold AMGN as of Q4 2021.

  • Next Financial Group held 2,671 shares of Amgen worth $601K as of Q4 2021.
  • Next Financial Group sold 148 Amgen shares in Q4 2021, an estimated $31.2K.
  • Amgen made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #464 holding.
  • Next Financial Group first reported a position in Amgen in Q2 2014 and has held it in 31 quarters since.
  • Next Financial Group's Amgen position peaked at $2.4M in Q2 2019.
  • 2,293 funds tracked by Wall St. Rank held Amgen as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.