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Sutton Wealth Advisors’s Amgen AMGN Stock Holding History

Sutton 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
2023
Q3 		$237K Buy
883
+52
+6% +$13K 0.12% 95
2023
Q2 		$184K Buy
831
+491
+144% +$114K 0.09% 116
2023
Q1 		$82.2K Sell
340
-2,227
-87% -$547K 0.04% 169
2022
Q4 		$674K Sell
2,567
-7
-0.3% -$1.88K 0.26% 64
2022
Q3 		$580K Buy
2,574
+3
+0.1% +$727 0.24% 70
2022
Q2 		$626K Buy
2,571
+1
+0% +$245 0.25% 67
2022
Q1 		$621K Buy
2,570
+14
+0.5% +$3.22K 0.21% 76
2021
Q4 		$575K Buy
2,556
+19
+0.7% +$4.01K 0.19% 82
2021
Q3 		$539K Buy
2,537
+2
+0.1% +$460 0.2% 83
2021
Q2 		$618K Hold
2,535
– – 0.23% 81
2021
Q1 		$631K Buy
2,535
+4
+0.2% +$954 0.25% 69
2020
Q4 		$582K Buy
2,531
+11
+0.4% +$2.54K 0.25% 72
2020
Q3 		$640K Buy
2,520
+3
+0.1% +$743 0.31% 57
2020
Q2 		$594K Buy
2,517
+5
+0.2% +$1.14K 0.31% 56
2020
Q1 		$509K Sell
2,512
-19
-0.8% -$4.15K 0.32% 55
2019
Q4 		$610K Hold
2,531
– – 0.31% 58
2019
Q3 		$490K Hold
2,531
– – 0.27% 60
2019
Q2 		$466K Buy
2,531
+9
+0.4% +$1.61K 0.27% 65
2019
Q1 		$479K Buy
2,522
+9
+0.4% +$1.72K 0.28% 61
2018
Q4 		$489K Sell
2,513
-10
-0.4% -$1.95K 0.32% 60
2018
Q3 		$523K Hold
2,523
– – 0.34% 50
2018
Q2 		$466K Sell
2,523
-10
-0.4% -$1.77K 0.32% 54
2018
Q1 		$432K Hold
2,533
– – 0.31% 58
2017
Q4 		$440K Hold
2,533
– – 0.32% 57
2017
Q3 		$472K Hold
2,533
– – 0.36% 52
2017
Q2 		$436K Hold
2,533
– – 0.35% 53
2017
Q1 		$416K Sell
2,533
-4
-0.2% -$665 0.35% 52
2016
Q4 		$371K Hold
2,537
– – 0.33% 53
2016
Q3 		$423K Buy
2,537
+4
+0.2% +$676 0.39% 48
2016
Q2 		$385K Hold
2,533
– – 0.36% 49
2016
Q1 		$380K Buy
+2,533
New +$376K 0.36% 50

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sutton Wealth Advisors's AMGN Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Amgen (AMGN) stake by 6.3% in Q3 2023, buying an estimated $13K and bringing the position to 883 shares worth $237K. The position accounts for 0.12% of the portfolio, ranked #95.

Sutton Wealth Advisors first reported a position in AMGN in Q1 2016 and has held it in 31 quarters since. The position peaked at $674K in Q4 2022. 2,502 funds tracked by Wall St. Rank hold AMGN as of Q3 2023.

  • Sutton Wealth Advisors held 883 shares of Amgen worth $237K as of Q3 2023.
  • Sutton Wealth Advisors bought 52 Amgen shares in Q3 2023, an estimated $13K.
  • Amgen made up 0.12% of Sutton Wealth Advisors's portfolio in Q3 2023, its #95 holding.
  • Sutton Wealth Advisors first reported a position in Amgen in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Amgen position peaked at $674K in Q4 2022.
  • 2,502 funds tracked by Wall St. Rank held Amgen as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.