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Sound View Wealth Advisors’s Amgen AMGN Stock Holding History

Sound View 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
2019
Q1 		$3.56M Buy
18,732
+990
+6% +$189K 1.12% 24
2018
Q4 		$3.45M Buy
+17,742
New +$3.46M 1.25% 18

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sound View Wealth Advisors's AMGN Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Amgen (AMGN) stake by 5.6% in Q1 2019, buying an estimated $189K and bringing the position to 18,732 shares worth $3.56M. The position accounts for 1.12% of the portfolio, ranked #24.

Sound View Wealth Advisors first reported a position in AMGN in Q4 2018 and has held it in 2 quarters since. 1,886 funds tracked by Wall St. Rank hold AMGN as of Q1 2019.

  • Sound View Wealth Advisors held 18,732 shares of Amgen worth $3.56M as of Q1 2019.
  • Sound View Wealth Advisors bought 990 Amgen shares in Q1 2019, an estimated $189K.
  • Amgen made up 1.12% of Sound View Wealth Advisors's portfolio in Q1 2019, its #24 holding.
  • Sound View Wealth Advisors first reported a position in Amgen in Q4 2018 and has held it in 2 quarters since.
  • 1,886 funds tracked by Wall St. Rank held Amgen as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.