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RGT Wealth Advisors’s Amgen AMGN Stock Holding History

RGT Wealth 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
2022
Q3 		$225K Sell
1,000
-408
-29% -$98.9K 0.04% 69
2022
Q2 		$343K Buy
+1,408
New +$345K 0.06% 64

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RGT Wealth Advisors's AMGN Position: Q3 2022 in Review

RGT Wealth Advisors reduced its Amgen (AMGN) stake by 29% in Q3 2022, selling an estimated $98.9K and leaving 1,000 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #69.

RGT Wealth Advisors first reported a position in AMGN in Q2 2022 and has held it in 2 quarters since. The position peaked at $343K in Q2 2022. 2,323 funds tracked by Wall St. Rank hold AMGN as of Q3 2022.

  • RGT Wealth Advisors held 1,000 shares of Amgen worth $225K as of Q3 2022.
  • RGT Wealth Advisors sold 408 Amgen shares in Q3 2022, an estimated $98.9K.
  • Amgen made up 0.04% of RGT Wealth Advisors's portfolio in Q3 2022, its #69 holding.
  • RGT Wealth Advisors first reported a position in Amgen in Q2 2022 and has held it in 2 quarters since.
  • RGT Wealth Advisors's Amgen position peaked at $343K in Q2 2022.
  • 2,323 funds tracked by Wall St. Rank held Amgen as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.