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Strategic Wealth Management Group’s Amgen AMGN Stock Holding History

Strategic Wealth Management Group’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
2020
Q3 		– Sell
-1,008
Closed -$238K – 120
2020
Q2 		$238K Buy
+1,008
New +$230K 0.14% 79
2020
Q1 		– Sell
-958
Closed -$231K – 87
2019
Q4 		$231K Buy
+958
New +$211K 0.15% 84
2019
Q3 		– Sell
-2,037
Closed -$375K – 85
2019
Q2 		$375K Sell
2,037
-70
-3% -$12.5K 0.29% 51
2019
Q1 		$400K Buy
2,107
+125
+6% +$23.9K 0.33% 46
2018
Q4 		$386K Buy
+1,982
New +$387K 0.37% 47

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
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Strategic Wealth Management Group's AMGN Position: Q3 2020 in Review

Strategic Wealth Management Group sold out of Amgen (AMGN) in Q3 2020, closing a stake of 1,008 shares — an estimated $238K sold.

Strategic Wealth Management Group first reported a position in AMGN in Q4 2018 and held it in 5 quarters. The position peaked at $400K in Q1 2019. 2,127 funds tracked by Wall St. Rank hold AMGN as of Q3 2020.

  • Strategic Wealth Management Group reported no remaining Amgen position as of Q3 2020 after selling out during the quarter.
  • Strategic Wealth Management Group sold 1,008 Amgen shares in Q3 2020, an estimated $238K.
  • Strategic Wealth Management Group first reported a position in Amgen in Q4 2018 and held it in 5 quarters.
  • Strategic Wealth Management Group's Amgen position peaked at $400K in Q1 2019.
  • 2,127 funds tracked by Wall St. Rank held Amgen as of Q3 2020.

Based on Strategic Wealth Management Group's 13F filing for Q3 2020, filed 21 Oct 2020.