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Sterling Financial Planning’s Amgen AMGN Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-348
Closed -$74K – 110
2021
Q3 		$74K Hold
348
– – 0.05% 155
2021
Q2 		$85K Hold
348
– – 0.06% 129
2021
Q1 		$87K Hold
348
– – 0.06% 112
2020
Q4 		$80K Buy
+348
New +$80.2K 0.06% 114

Other funds holding AMGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sterling Financial Planning's AMGN Position: Q4 2021 in Review

Sterling Financial Planning sold out of Amgen (AMGN) in Q4 2021, closing a stake of 348 shares — an estimated $74K sold.

Sterling Financial Planning first reported a position in AMGN in Q4 2020 and held it in 4 quarters. The position peaked at $87K in Q1 2021. 2,293 funds tracked by Wall St. Rank hold AMGN as of Q4 2021.

  • Sterling Financial Planning reported no remaining Amgen position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 348 Amgen shares in Q4 2021, an estimated $74K.
  • Sterling Financial Planning first reported a position in Amgen in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Amgen position peaked at $87K in Q1 2021.
  • 2,293 funds tracked by Wall St. Rank held Amgen as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.