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PFS Investments’s Amgen AMGN Stock Holding History

PFS Investments’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
2023
Q2 		$207K Sell
934
-708
-43% -$164K ﹤0.01% 491
2023
Q1 		$416K Buy
1,642
+75
+5% +$18.4K 0.01% 397
2022
Q4 		$412K Buy
1,567
+27
+2% +$7.24K 0.01% 377
2022
Q3 		$347K Buy
1,540
+307
+25% +$74.4K 0.01% 375
2022
Q2 		$300K Buy
1,233
+392
+47% +$96.1K 0.01% 382
2022
Q1 		$203K Buy
+841
New +$193K ﹤0.01% 404
2021
Q1 		– Sell
-2,466
Closed -$586K – 352
2020
Q4 		$586K Sell
2,466
-23,495
-91% -$5.42M 0.02% 272
2020
Q3 		$6.6M Buy
25,961
+3,423
+15% +$848K 0.22% 101
2020
Q2 		$5.32M Buy
22,538
+3,476
+18% +$793K 0.2% 107
2020
Q1 		$3.86M Buy
19,062
+4,762
+33% +$1.04M 0.17% 97
2019
Q4 		$3.45M Buy
14,300
+3,527
+33% +$777K 0.13% 111
2019
Q3 		$2.08M Buy
10,773
+3,182
+42% +$611K 0.09% 116
2019
Q2 		$1.41M Buy
7,591
+4,279
+129% +$766K 0.06% 116
2019
Q1 		$629K Buy
+3,312
New +$632K 0.03% 119

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PFS Investments's AMGN Position: Q2 2023 in Review

PFS Investments reduced its Amgen (AMGN) stake by 43% in Q2 2023, selling an estimated $164K and leaving 934 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

PFS Investments first reported a position in AMGN in Q1 2019 and has held it in 14 quarters since. The position peaked at $6.6M in Q3 2020. 2,391 funds tracked by Wall St. Rank hold AMGN as of Q2 2023.

  • PFS Investments held 934 shares of Amgen worth $207K as of Q2 2023.
  • PFS Investments sold 708 Amgen shares in Q2 2023, an estimated $164K.
  • Amgen made up ﹤0.01% of PFS Investments's portfolio in Q2 2023, its #491 holding.
  • PFS Investments first reported a position in Amgen in Q1 2019 and has held it in 14 quarters since.
  • PFS Investments's Amgen position peaked at $6.6M in Q3 2020.
  • 2,391 funds tracked by Wall St. Rank held Amgen as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.