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tru Independence’s Amgen AMGN Stock Holding History

tru Independence’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
-159
Closed -$39K – 202
2021
Q2 		$39K Sell
159
-2,071
-93% -$509K 0.01% 238
2021
Q1 		$555K Sell
2,230
-1,011
-31% -$241K 0.11% 168
2020
Q4 		$746 Buy
3,241
+171
+6% +$39.4K ﹤0.01% 364
2020
Q3 		$780K Buy
3,070
+66
+2% +$16.4K 0.22% 91
2020
Q2 		$709 Buy
3,004
+36
+1% +$8.21K 0.1% 144
2020
Q1 		$602 Hold
2,968
– – 0.1% 129
2019
Q4 		$602K Buy
+2,968
New +$654K 0.09% 148

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

tru Independence's AMGN Position: Q3 2021 in Review

tru Independence sold out of Amgen (AMGN) in Q3 2021, closing a stake of 159 shares — an estimated $39K sold.

tru Independence first reported a position in AMGN in Q4 2019 and held it in 7 quarters. The position peaked at $780K in Q3 2020. 2,131 funds tracked by Wall St. Rank hold AMGN as of Q3 2021.

  • tru Independence reported no remaining Amgen position as of Q3 2021 after selling out during the quarter.
  • tru Independence sold 159 Amgen shares in Q3 2021, an estimated $39K.
  • tru Independence first reported a position in Amgen in Q4 2019 and held it in 7 quarters.
  • tru Independence's Amgen position peaked at $780K in Q3 2020.
  • 2,131 funds tracked by Wall St. Rank held Amgen as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.