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Professional Planning’s Amgen AMGN Stock Holding History

Professional Planning’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
2021
Q3 		$423K Sell
1,991
-175
-8% -$40.3K 0.2% 77
2021
Q2 		$527K Buy
2,166
+54
+3% +$13.3K 0.24% 68
2021
Q1 		$525K Sell
2,112
-1,232
-37% -$294K 0.26% 66
2020
Q4 		$769K Buy
+3,344
New +$771K 0.31% 63
2020
Q3 		– Sell
-3,315
Closed -$782K – 40
2020
Q2 		$782K Buy
+3,315
New +$756K 0.42% 49

Other funds holding AMGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Professional Planning's AMGN Position: Q3 2021 in Review

Professional Planning reduced its Amgen (AMGN) stake by 8.1% in Q3 2021, selling an estimated $40.3K and leaving 1,991 shares worth $423K. The position accounts for 0.2% of the portfolio, ranked #77.

Professional Planning first reported a position in AMGN in Q2 2020 and has held it in 5 quarters since. The position peaked at $782K in Q2 2020. 2,131 funds tracked by Wall St. Rank hold AMGN as of Q3 2021.

  • Professional Planning held 1,991 shares of Amgen worth $423K as of Q3 2021.
  • Professional Planning sold 175 Amgen shares in Q3 2021, an estimated $40.3K.
  • Amgen made up 0.2% of Professional Planning's portfolio in Q3 2021, its #77 holding.
  • Professional Planning first reported a position in Amgen in Q2 2020 and has held it in 5 quarters since.
  • Professional Planning's Amgen position peaked at $782K in Q2 2020.
  • 2,131 funds tracked by Wall St. Rank held Amgen as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.