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Pacific Wealth Strategies Group’s Amgen AMGN Stock Holding History

Pacific Wealth Strategies 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
2020
Q1 		– Sell
-4,796
Closed -$1.16M – 76
2019
Q4 		$1.16M Sell
4,796
-582
-11% -$128K 0.64% 51
2019
Q3 		$1.04M Buy
5,378
+218
+4% +$41.8K 0.64% 53
2019
Q2 		$951K Buy
5,160
+168
+3% +$30.1K 0.6% 56
2019
Q1 		$948K Buy
4,992
+248
+5% +$47.4K 0.61% 57
2018
Q4 		$924K Buy
4,744
+252
+6% +$49.2K 0.66% 54
2018
Q3 		$931K Buy
4,492
+544
+14% +$107K 0.6% 57
2018
Q2 		$729K Sell
3,948
-121
-3% -$21.4K 0.5% 61
2018
Q1 		$694K Buy
4,069
+338
+9% +$62K 0.49% 63
2017
Q4 		$649K Buy
3,731
+1,732
+87% +$307K 0.46% 63
2017
Q3 		$373K Buy
1,999
+367
+22% +$65K 0.29% 64
2017
Q2 		$281K Buy
1,632
+111
+7% +$18.1K 0.24% 66
2017
Q1 		$250K Buy
+1,521
New +$253K 0.22% 69

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacific Wealth Strategies Group's AMGN Position: Q1 2020 in Review

Pacific Wealth Strategies Group sold out of Amgen (AMGN) in Q1 2020, closing a stake of 4,796 shares — an estimated $1.16M sold.

Pacific Wealth Strategies Group first reported a position in AMGN in Q1 2017 and held it in 12 quarters. The position peaked at $1.16M in Q4 2019. 2,029 funds tracked by Wall St. Rank hold AMGN as of Q1 2020.

  • Pacific Wealth Strategies Group reported no remaining Amgen position as of Q1 2020 after selling out during the quarter.
  • Pacific Wealth Strategies Group sold 4,796 Amgen shares in Q1 2020, an estimated $1.16M.
  • Pacific Wealth Strategies Group first reported a position in Amgen in Q1 2017 and held it in 12 quarters.
  • Pacific Wealth Strategies Group's Amgen position peaked at $1.16M in Q4 2019.
  • 2,029 funds tracked by Wall St. Rank held Amgen as of Q1 2020.

Based on Pacific Wealth Strategies Group's 13F filing for Q1 2020, filed 13 Apr 2020.