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Reilly Financial Advisors’s Amgen AMGN Stock Holding History

Reilly Financial Advisors’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
2016
Q2 		– Sell
-1,052
Closed -$158K – 804
2016
Q1 		$158K Sell
1,052
-345
-25% -$51.3K 0.03% 209
2015
Q4 		$227K Buy
+1,397
New +$220K 0.04% 169

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Reilly Financial Advisors's AMGN Position: Q4 2021 in Review

Reilly Financial Advisors increased its Amgen (AMGN) stake by 6.7% in Q4 2021, buying an estimated $35.9K and bringing the position to 2,704 shares worth $608K. The position accounts for 0.05% of the portfolio, ranked #144.

Reilly Financial Advisors first reported a position in AMGN in Q2 2013 and has held it in 33 quarters since. The position peaked at $674K in Q2 2021. 2,294 funds tracked by Wall St. Rank hold AMGN as of Q4 2021.

  • Reilly Financial Advisors held 2,704 shares of Amgen worth $608K as of Q4 2021.
  • Reilly Financial Advisors bought 170 Amgen shares in Q4 2021, an estimated $35.9K.
  • Amgen made up 0.05% of Reilly Financial Advisors's portfolio in Q4 2021, its #144 holding.
  • Reilly Financial Advisors first reported a position in Amgen in Q2 2013 and has held it in 33 quarters since.
  • Reilly Financial Advisors's Amgen position peaked at $674K in Q2 2021.
  • 2,294 funds tracked by Wall St. Rank held Amgen as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.