Sage Private Wealth Group’s Amgen AMGN Stock Holding History

Sage Private Wealth 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
2022 Q4	–	Sell	-71	Closed	-$16K	–	54
2022 Q3	$16K	Hold	71	–	–	0.02%	121
2022 Q2	$17K	Hold	71	–	–	0.02%	121
2022 Q1	$17K	Hold	71	–	–	0.02%	125
2021 Q4	$15K	Hold	71	–	–	0.02%	129
2021 Q3	$15K	Hold	71	–	–	0.02%	126
2021 Q2	$17K	Sell	71 -731	-91%	-$180K	0.02%	116
2021 Q1	$200K	Sell	802 -21	-3%	-$5.01K	0.35%	39
2020 Q4	$189K	Buy	+823	New	+$190K	0.53%	38

Other funds holding AMGN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sage Private Wealth Group's AMGN Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Amgen (AMGN) in Q4 2022, closing a stake of 71 shares — an estimated $16K sold.

Sage Private Wealth Group first reported a position in AMGN in Q4 2020 and held it in 8 quarters. The position peaked at $200K in Q1 2021. 2,501 funds tracked by Wall St. Rank hold AMGN as of Q4 2022.

Sage Private Wealth Group reported no remaining Amgen position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 71 Amgen shares in Q4 2022, an estimated $16K.
Sage Private Wealth Group first reported a position in Amgen in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's Amgen position peaked at $200K in Q1 2021.
2,501 funds tracked by Wall St. Rank held Amgen as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.