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Polaris Wealth Advisory Group’s Amgen AMGN Stock Holding History

Polaris Wealth Advisory 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
2023
Q3 		$477K Buy
+1,775
New +$443K 0.04% 135
2023
Q2 		– Sell
-1,798
Closed -$435K – 142
2023
Q1 		$435K Buy
1,798
+382
+27% +$93.8K 0.03% 136
2022
Q4 		$386K Hold
1,416
– – 0.03% 143
2022
Q3 		$329K Sell
1,416
-125
-8% -$30.3K 0.03% 134
2022
Q2 		$375K Buy
1,541
+42
+3% +$10.3K 0.03% 114
2022
Q1 		$377K Buy
1,499
+293
+24% +$67.3K 0.03% 131
2021
Q4 		$271K Hold
1,206
– – 0.02% 154
2021
Q3 		$252K Sell
1,206
-6
-0.5% -$1.38K 0.02% 147
2021
Q2 		$299K Buy
1,212
+300
+33% +$73.8K 0.02% 143
2021
Q1 		$227K Buy
+912
New +$218K 0.01% 155
2020
Q4 		– Sell
-955
Closed -$244K – 177
2020
Q3 		$244K Hold
955
– – 0.02% 143
2020
Q2 		$244K Buy
+955
New +$218K 0.02% 130
2018
Q4 		– Sell
-800
Closed -$166K – 156
2018
Q3 		$166K Buy
+800
New +$158K 0.01% 168
2018
Q2 		– Sell
-800
Closed -$136K – 256
2018
Q1 		$136K Buy
+800
New +$147K 0.01% 154
2017
Q1 		– Sell
-1,602
Closed -$234K – 106
2016
Q4 		$234K Sell
1,602
-200
-11% -$30.1K 0.03% 100
2016
Q3 		$301K Buy
1,802
+101
+6% +$17.1K 0.04% 92
2016
Q2 		$259K Sell
1,701
-556
-25% -$86.4K 0.04% 85
2016
Q1 		$338K Sell
2,257
-1,425
-39% -$212K 0.05% 85
2015
Q4 		$598K Buy
+3,682
New +$579K 0.1% 75
2015
Q3 		– Sell
-39,191
Closed -$6.02M – 68
2015
Q2 		$6.02M Buy
39,191
+4,716
+14% +$755K 1.2% 32
2015
Q1 		$5.51M Buy
34,475
+9,909
+40% +$1.56M 1% 27
2014
Q4 		$3.91M Buy
+24,566
New +$3.83M 0.8% 23

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

Polaris Wealth Advisory Group's AMGN Position: Q3 2023 in Review

Polaris Wealth Advisory Group opened a new position in Amgen (AMGN) in Q3 2023: 1,775 shares worth $477K. The stake represents 0.04% of the portfolio and ranks #135 among its holdings. This is a return to the name: Polaris Wealth Advisory Group previously reported a position in AMGN as recently as Q1 2023.

Polaris Wealth Advisory Group first reported a position in AMGN in Q4 2014 and has held it in 22 quarters since. The position peaked at $6.02M in Q2 2015. 2,502 funds tracked by Wall St. Rank hold AMGN as of Q3 2023.

  • Polaris Wealth Advisory Group held 1,775 shares of Amgen worth $477K as of Q3 2023.
  • Amgen was a new Polaris Wealth Advisory Group position in Q3 2023.
  • Amgen made up 0.04% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #135 holding.
  • Polaris Wealth Advisory Group first reported a position in Amgen in Q4 2014 and has held it in 22 quarters since.
  • Polaris Wealth Advisory Group's Amgen position peaked at $6.02M in Q2 2015.
  • 2,502 funds tracked by Wall St. Rank held Amgen as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.