Synergy Asset Management’s Amgen AMGN Stock Holding History

Synergy Asset 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 Q3	–	Sell	-34,056	Closed	-$8.29M	–	112
2022 Q2	$8.29M	Buy	34,056 +23,847	+234%	+$5.84M	2.2%	9
2022 Q1	$2.47M	Buy	+10,209	New	+$2.35M	0.59%	45
2021 Q2	–	Sell	-5,582	Closed	-$1.39M	–	103
2021 Q1	$1.39M	Sell	5,582 -388	-6%	-$92.6K	0.42%	58
2020 Q4	$1.37M	Buy	+5,970	New	+$1.38M	0.43%	50

Other funds holding AMGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Synergy Asset Management's AMGN Position: Q3 2022 in Review

Synergy Asset Management sold out of Amgen (AMGN) in Q3 2022, closing a stake of 34,056 shares — an estimated $8.29M sold.

Synergy Asset Management first reported a position in AMGN in Q4 2020 and held it in 4 quarters. The position peaked at $8.29M in Q2 2022. 2,322 funds tracked by Wall St. Rank hold AMGN as of Q3 2022.

Synergy Asset Management reported no remaining Amgen position as of Q3 2022 after selling out during the quarter.
Synergy Asset Management sold 34,056 Amgen shares in Q3 2022, an estimated $8.29M.
Synergy Asset Management first reported a position in Amgen in Q4 2020 and held it in 4 quarters.
Synergy Asset Management's Amgen position peaked at $8.29M in Q2 2022.
2,322 funds tracked by Wall St. Rank held Amgen as of Q3 2022.

Based on Synergy Asset Management's 13F filing for Q3 2022, filed 9 Nov 2022.