Sugarloaf Wealth Management’s Amgen AMGN Stock Holding History

Sugarloaf 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
2022 Q4	–	Sell	-200	Closed	-$46K	–	788
2022 Q3	$46K	Hold	200	–	–	0.01%	293
2022 Q2	$49K	Hold	200	–	–	0.01%	286
2022 Q1	$48K	Hold	200	–	–	0.01%	284
2021 Q4	$45K	Hold	200	–	–	0.01%	307
2021 Q3	$43K	Sell	200 -44	-18%	-$10.1K	0.01%	292
2021 Q2	$59K	Buy	244 +44	+22%	+$10.8K	0.02%	250
2021 Q1	$50	Hold	200	–	–	0.01%	268
2020 Q4	$46K	Hold	200	–	–	0.02%	260
2020 Q3	$51K	Hold	200	–	–	0.02%	235
2020 Q2	$47K	Hold	200	–	–	0.02%	244
2020 Q1	$41K	Sell	200 -38	-16%	-$8.3K	0.02%	242
2019 Q4	$57K	Buy	+238	New	+$52.5K	0.02%	237

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sugarloaf Wealth Management's AMGN Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Amgen (AMGN) in Q4 2022, closing a stake of 200 shares — an estimated $46K sold.

Sugarloaf Wealth Management first reported a position in AMGN in Q4 2019 and held it in 12 quarters. The position peaked at $59K in Q2 2021. 2,501 funds tracked by Wall St. Rank hold AMGN as of Q4 2022.

Sugarloaf Wealth Management reported no remaining Amgen position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 200 Amgen shares in Q4 2022, an estimated $46K.
Sugarloaf Wealth Management first reported a position in Amgen in Q4 2019 and held it in 12 quarters.
Sugarloaf Wealth Management's Amgen position peaked at $59K in Q2 2021.
2,501 funds tracked by Wall St. Rank held Amgen as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.