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SVA Wealth Management’s Amgen AMGN Stock Holding History

SVA 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
2020
Q4 		$5.55M Buy
24,132
+590
+3% +$136K 0.48% 45
2020
Q3 		$5.98M Buy
23,542
+235
+1% +$58.2K 0.59% 39
2020
Q2 		$5.5M Buy
23,307
+594
+3% +$136K 0.59% 40
2020
Q1 		$4.61M Sell
22,713
-280
-1% -$61.2K 0.53% 42
2019
Q4 		$5.54M Buy
22,993
+34
+0.1% +$7.5K 0.51% 41
2019
Q3 		$4.44M Sell
22,959
-343
-1% -$65.8K 0.44% 52
2019
Q2 		$4.29M Buy
23,302
+325
+1% +$58.2K 0.42% 54
2019
Q1 		$4.37M Buy
22,977
+802
+4% +$153K 0.42% 56
2018
Q4 		$4.32M Sell
22,175
-253
-1% -$49.4K 0.49% 54
2018
Q3 		$4.65M Buy
22,428
+1,504
+7% +$296K 0.47% 54
2018
Q2 		$3.86M Buy
20,924
+549
+3% +$97.1K 0.42% 56
2018
Q1 		$3.8M Buy
20,375
+688
+3% +$126K 0.47% 62
2017
Q4 		$3.42M Sell
19,687
-688
-3% -$122K 0.4% 65
2017
Q3 		$3.8M Buy
20,375
+38
+0.2% +$6.73K 0.47% 62
2017
Q2 		$3.5M Buy
20,337
+756
+4% +$123K 0.45% 64
2017
Q1 		$3.21M Buy
19,581
+2,100
+12% +$349K 0.44% 69
2016
Q4 		$2.56M Buy
17,481
+415
+2% +$62.5K 0.38% 75
2016
Q3 		$2.85M Buy
17,066
+13,162
+337% +$2.23M 0.44% 69
2016
Q2 		$594K Buy
3,904
+50
+1% +$7.77K 0.1% 129
2016
Q1 		$578K Sell
3,854
-20
-0.5% -$2.97K 0.1% 132
2015
Q4 		$629K Buy
3,874
+245
+7% +$38.5K 0.11% 140
2015
Q3 		$502K Sell
3,629
-13
-0.4% -$2.05K 0.09% 149
2015
Q2 		$559K Buy
3,642
+28
+0.8% +$4.49K 0.1% 147
2015
Q1 		$578K Buy
3,614
+446
+14% +$70.2K 0.11% 150
2014
Q4 		$505K Hold
3,168
– – 0.18% 115
2014
Q3 		$445K Hold
3,168
– – 0.19% 104
2014
Q2 		$375K Hold
3,168
– – 0.16% 115
2014
Q1 		$391K Buy
3,168
+106
+3% +$12.9K 0.18% 107
2013
Q4 		$349K Buy
+3,062
New +$348K 0.21% 104

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SVA Wealth Management's AMGN Position: Q4 2020 in Review

SVA Wealth Management increased its Amgen (AMGN) stake by 2.5% in Q4 2020, buying an estimated $136K and bringing the position to 24,132 shares worth $5.55M. The position accounts for 0.48% of the portfolio, ranked #45.

SVA Wealth Management first reported a position in AMGN in Q4 2013 and has held it in 29 quarters since. The position peaked at $5.98M in Q3 2020. 2,218 funds tracked by Wall St. Rank hold AMGN as of Q4 2020.

  • SVA Wealth Management held 24,132 shares of Amgen worth $5.55M as of Q4 2020.
  • SVA Wealth Management bought 590 Amgen shares in Q4 2020, an estimated $136K.
  • Amgen made up 0.48% of SVA Wealth Management's portfolio in Q4 2020, its #45 holding.
  • SVA Wealth Management first reported a position in Amgen in Q4 2013 and has held it in 29 quarters since.
  • SVA Wealth Management's Amgen position peaked at $5.98M in Q3 2020.
  • 2,218 funds tracked by Wall St. Rank held Amgen as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.