Taylor Wealth Management Partners’s Amgen AMGN Stock Holding History

Taylor Wealth Management Partners’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
2021 Q3	–	Sell	-862	Closed	-$210K	–	72
2021 Q2	$210K	Buy	+862	New	+$212K	0.07%	64
2019 Q1	–	Sell	-65	Closed	-$13K	–	50
2018 Q4	$13K	Hold	65	–	–	0.01%	78
2018 Q3	$13K	Hold	65	–	–	0.01%	92
2018 Q2	$12K	Hold	65	–	–	0.01%	101
2018 Q1	$11K	Hold	65	–	–	0.01%	98
2017 Q4	$11K	Hold	65	–	–	﹤0.01%	123
2017 Q3	$12K	Hold	65	–	–	0.01%	128
2017 Q2	$11K	Hold	65	–	–	0.01%	130
2017 Q1	$11K	Hold	65	–	–	0.01%	132
2016 Q4	$10K	Hold	65	–	–	﹤0.01%	137
2016 Q3	$11K	Hold	65	–	–	﹤0.01%	125
2016 Q2	$10K	Hold	65	–	–	﹤0.01%	117
2016 Q1	$10K	Hold	65	–	–	﹤0.01%	115
2015 Q4	$11K	Buy	+65	New	+$10.2K	﹤0.01%	109

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Taylor Wealth Management Partners's AMGN Position: Q3 2021 in Review

Taylor Wealth Management Partners sold out of Amgen (AMGN) in Q3 2021, closing a stake of 862 shares — an estimated $210K sold.

Taylor Wealth Management Partners first reported a position in AMGN in Q4 2015 and held it in 14 quarters. The position peaked at $210K in Q2 2021. 2,131 funds tracked by Wall St. Rank hold AMGN as of Q3 2021.

Taylor Wealth Management Partners reported no remaining Amgen position as of Q3 2021 after selling out during the quarter.
Taylor Wealth Management Partners sold 862 Amgen shares in Q3 2021, an estimated $210K.
Taylor Wealth Management Partners first reported a position in Amgen in Q4 2015 and held it in 14 quarters.
Taylor Wealth Management Partners's Amgen position peaked at $210K in Q2 2021.
2,131 funds tracked by Wall St. Rank held Amgen as of Q3 2021.

Based on Taylor Wealth Management Partners's 13F filing for Q3 2021, filed 26 Oct 2021.