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Pinnacle Wealth Management’s Amgen AMGN Stock Holding History

Pinnacle Wealth Management’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
Q3 		– Sell
-6,850
Closed -$1.52M – 40
2023
Q2 		$1.52M Buy
+6,850
New +$1.59M 1.53% 37
2022
Q4 		$1.65M Buy
+6,284
New +$1.68M 1.99% 20

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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinnacle Wealth Management's AMGN Position: Q3 2023 in Review

Pinnacle Wealth Management sold out of Amgen (AMGN) in Q3 2023, closing a stake of 6,850 shares — an estimated $1.52M sold.

Pinnacle Wealth Management first reported a position in AMGN in Q4 2022 and held it in 2 quarters. The position peaked at $1.65M in Q4 2022. 2,501 funds tracked by Wall St. Rank hold AMGN as of Q3 2023.

  • Pinnacle Wealth Management reported no remaining Amgen position as of Q3 2023 after selling out during the quarter.
  • Pinnacle Wealth Management sold 6,850 Amgen shares in Q3 2023, an estimated $1.52M.
  • Pinnacle Wealth Management first reported a position in Amgen in Q4 2022 and held it in 2 quarters.
  • Pinnacle Wealth Management's Amgen position peaked at $1.65M in Q4 2022.
  • 2,501 funds tracked by Wall St. Rank held Amgen as of Q3 2023.

Based on Pinnacle Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.