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ShoreHaven Wealth Partners’s Amgen AMGN Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		– Sell
-11
Closed -$3K – 68
2021
Q1 		$3K Hold
11
– – ﹤0.01% 231
2020
Q4 		$3K Buy
+11
New +$2.54K ﹤0.01% 205

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ShoreHaven Wealth Partners's AMGN Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Amgen (AMGN) in Q2 2021, closing a stake of 11 shares — an estimated $3K sold.

ShoreHaven Wealth Partners first reported a position in AMGN in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 2,197 funds tracked by Wall St. Rank hold AMGN as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Amgen position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 11 Amgen shares in Q2 2021, an estimated $3K.
  • ShoreHaven Wealth Partners first reported a position in Amgen in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Amgen position peaked at $3K in Q1 2021.
  • 2,197 funds tracked by Wall St. Rank held Amgen as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.