SMART Wealth’s Amgen AMGN Stock Holding History

SMART Wealth’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
2023 Q2	–	Sell	-1,292	Closed	-$312K	–	82
2023 Q1	$312K	Sell	1,292 -41	-3%	-$10.1K	0.28%	57
2022 Q4	$350K	Buy	+1,333	New	+$357K	0.26%	61

Other funds holding AMGN

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SMART Wealth's AMGN Position: Q2 2023 in Review

SMART Wealth sold out of Amgen (AMGN) in Q2 2023, closing a stake of 1,292 shares — an estimated $312K sold.

SMART Wealth first reported a position in AMGN in Q4 2022 and held it in 2 quarters. The position peaked at $350K in Q4 2022. 2,391 funds tracked by Wall St. Rank hold AMGN as of Q2 2023.

SMART Wealth reported no remaining Amgen position as of Q2 2023 after selling out during the quarter.
SMART Wealth sold 1,292 Amgen shares in Q2 2023, an estimated $312K.
SMART Wealth first reported a position in Amgen in Q4 2022 and held it in 2 quarters.
SMART Wealth's Amgen position peaked at $350K in Q4 2022.
2,391 funds tracked by Wall St. Rank held Amgen as of Q2 2023.

Based on SMART Wealth's 13F filing for Q2 2023, filed 16 Dec 2024.