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TLWM Financial’s Amgen AMGN Stock Holding History

TLWM Financial’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
Q2 		– Sell
-3,264
Closed -$805K – 71
2021
Q1 		$805K Buy
3,264
+140
+4% +$33.4K 0.31% 33
2020
Q4 		$718K Sell
3,124
-34
-1% -$7.84K 0.29% 34
2020
Q3 		$685K Buy
3,158
+103
+3% +$25.5K 0.32% 25
2020
Q2 		$718K Sell
3,055
-42
-1% -$9.58K 0.42% 24
2020
Q1 		$626K Buy
3,097
+20
+0.6% +$4.37K 0.37% 27
2019
Q4 		$741K Sell
3,077
-18
-0.6% -$3.97K 0.36% 23
2019
Q3 		$601K Sell
3,095
-102
-3% -$19.6K 0.31% 29
2019
Q2 		$591K Sell
3,197
-174
-5% -$31.2K 0.34% 27
2019
Q1 		$640K Sell
3,371
-120
-3% -$22.9K 0.36% 26
2018
Q4 		$694K Buy
3,491
+170
+5% +$33.2K 0.42% 22
2018
Q3 		$688K Buy
3,321
+17
+0.5% +$3.35K 0.4% 27
2018
Q2 		$613K Sell
3,304
-28
-0.8% -$4.95K 0.38% 25
2018
Q1 		$566K Buy
3,332
+90
+3% +$16.5K 0.38% 28
2017
Q4 		$564K Buy
+3,242
New +$574K 0.44% 24

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

TLWM Financial's AMGN Position: Q2 2021 in Review

TLWM Financial sold out of Amgen (AMGN) in Q2 2021, closing a stake of 3,264 shares — an estimated $805K sold.

TLWM Financial first reported a position in AMGN in Q4 2017 and held it in 14 quarters. The position peaked at $805K in Q1 2021. 2,194 funds tracked by Wall St. Rank hold AMGN as of Q2 2021.

  • TLWM Financial reported no remaining Amgen position as of Q2 2021 after selling out during the quarter.
  • TLWM Financial sold 3,264 Amgen shares in Q2 2021, an estimated $805K.
  • TLWM Financial first reported a position in Amgen in Q4 2017 and held it in 14 quarters.
  • TLWM Financial's Amgen position peaked at $805K in Q1 2021.
  • 2,194 funds tracked by Wall St. Rank held Amgen as of Q2 2021.

Based on TLWM Financial's 13F filing for Q2 2021, filed 10 Aug 2021.