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Swaine & Leidel Wealth Services’s Amgen AMGN Stock Holding History

Swaine & Leidel Wealth Services’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
Q1 		$3.91K Buy
+3,909
New +$898K 3.01% 13
2021
Q3 		$3.89M Buy
+18,301
New +$4.21M 3.43% 15
2021
Q1 		$3.91M Buy
15,711
+3,224
+26% +$769K 2.52% 18
2020
Q4 		$2.87M Buy
12,487
+541
+5% +$125K 2.08% 30
2020
Q3 		$3.04M Sell
11,946
-3,484
-23% -$863K 2.96% 15
2020
Q2 		$3.64M Buy
15,430
+418
+3% +$95.4K 3.71% 5
2020
Q1 		$3.04M Buy
15,012
+1,065
+8% +$233K 3.16% 4
2019
Q4 		$3.36M Buy
+13,947
New +$3.07M 2.8% 8
2019
Q1 		– Sell
-7,371
Closed -$1.38M – 50
2018
Q4 		$1.38M Buy
+7,371
New +$1.44M 2.19% 27

Other funds holding AMGN

BlackRock
BlackRock New York $5.7T 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return