Smith & Howard Wealth Management’s Amgen AMGN Stock Holding History

Smith & Howard Wealth Management’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 Q3	–	Sell	-952	Closed	-$232K	–	69
2021 Q2	$232K	Sell	952 -70	-7%	-$17.2K	0.11%	59
2021 Q1	$254K	Hold	1,022	–	–	0.13%	51
2020 Q4	$235K	Hold	1,022	–	–	0.13%	57
2020 Q3	$260K	Sell	1,022 -9	-0.9%	-$2.23K	0.15%	53
2020 Q2	$243K	Sell	1,031 -47	-4%	-$10.7K	0.15%	57
2020 Q1	$219K	Sell	1,078 -90	-8%	-$19.7K	0.14%	58
2019 Q4	$282K	Buy	+1,168	New	+$257K	0.1%	65
2014 Q1	–	Sell	-300	Closed	-$34K	–	50
2013 Q4	$34K	Buy	300 +100	+50%	+$11.4K	0.02%	127
2013 Q3	$22K	Sell	200 -905	-82%	-$98.1K	0.01%	149
2013 Q2	$109K	Buy	+1,105	New	+$115K	0.07%	56

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Smith & Howard Wealth Management's AMGN Position: Q3 2021 in Review

Smith & Howard Wealth Management sold out of Amgen (AMGN) in Q3 2021, closing a stake of 952 shares — an estimated $232K sold.

Smith & Howard Wealth Management first reported a position in AMGN in Q2 2013 and held it in 10 quarters. The position peaked at $282K in Q4 2019. 2,131 funds tracked by Wall St. Rank hold AMGN as of Q3 2021.

Smith & Howard Wealth Management reported no remaining Amgen position as of Q3 2021 after selling out during the quarter.
Smith & Howard Wealth Management sold 952 Amgen shares in Q3 2021, an estimated $232K.
Smith & Howard Wealth Management first reported a position in Amgen in Q2 2013 and held it in 10 quarters.
Smith & Howard Wealth Management's Amgen position peaked at $282K in Q4 2019.
2,131 funds tracked by Wall St. Rank held Amgen as of Q3 2021.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.