Northstar Wealth Partners’s Amgen AMGN Stock Holding History

Northstar 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
2020 Q3	$2.63M	Sell	10,370 -331	-3%	-$82K	1.23%	27
2020 Q2	$2.52M	Buy	10,701 +420	+4%	+$95.8K	1.05%	27
2020 Q1	$2.08M	Sell	10,281 -234	-2%	-$51.1K	1.06%	28
2019 Q4	$2.53M	Hold	10,515	–	–	1.04%	27
2019 Q3	$2.04M	Buy	10,515 +34	+0.3%	+$6.53K	0.89%	35
2019 Q2	$1.93M	Buy	10,481 +319	+3%	+$57.1K	0.86%	37
2019 Q1	$1.93M	Buy	10,162 +200	+2%	+$38.2K	0.88%	37
2018 Q4	$1.94M	Sell	9,962 -75	-0.7%	-$14.6K	1.02%	30
2018 Q3	$2.08M	Buy	10,037 +2,356	+31%	+$464K	1%	31
2018 Q2	$1.42M	Hold	7,681	–	–	0.71%	46
2018 Q1	$1.31M	Buy	+7,681	New	+$1.41M	0.67%	46

Other funds holding AMGN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northstar Wealth Partners's AMGN Position: Q3 2020 in Review

Northstar Wealth Partners reduced its Amgen (AMGN) stake by 3.1% in Q3 2020, selling an estimated $82K and leaving 10,370 shares worth $2.63M. The position accounts for 1.23% of the portfolio, ranked #27.

Northstar Wealth Partners first reported a position in AMGN in Q1 2018 and has held it in 11 quarters since. 2,128 funds tracked by Wall St. Rank hold AMGN as of Q3 2020.

Northstar Wealth Partners held 10,370 shares of Amgen worth $2.63M as of Q3 2020.
Northstar Wealth Partners sold 331 Amgen shares in Q3 2020, an estimated $82K.
Amgen made up 1.23% of Northstar Wealth Partners's portfolio in Q3 2020, its #27 holding.
Northstar Wealth Partners first reported a position in Amgen in Q1 2018 and has held it in 11 quarters since.
2,128 funds tracked by Wall St. Rank held Amgen as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.