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TRUADVICE’s Amgen AMGN Stock Holding History

TRUADVICE’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
2023
Q3 		$256K Buy
959
+158
+20% +$39.4K 0.1% 192
2023
Q2 		$210K Buy
+801
New +$186K 0.08% 247
2021
Q3 		– Sell
-1,300
Closed -$318K – 124
2021
Q2 		$318K Buy
1,300
+397
+44% +$97.7K 0.07% 230
2021
Q1 		$212K Sell
903
-2,703
-75% -$645K 0.06% 265
2020
Q4 		$905K Buy
3,606
+817
+29% +$188K 0.28% 91
2020
Q3 		$719K Buy
+2,789
New +$691K 0.29% 84

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRUADVICE's AMGN Position: Q3 2023 in Review

TRUADVICE increased its Amgen (AMGN) stake by 20% in Q3 2023, buying an estimated $39.4K and bringing the position to 959 shares worth $256K. The position accounts for 0.1% of the portfolio, ranked #192.

TRUADVICE first reported a position in AMGN in Q3 2020 and has held it in 6 quarters since. The position peaked at $905K in Q4 2020. 2,501 funds tracked by Wall St. Rank hold AMGN as of Q3 2023.

  • TRUADVICE held 959 shares of Amgen worth $256K as of Q3 2023.
  • TRUADVICE bought 158 Amgen shares in Q3 2023, an estimated $39.4K.
  • Amgen made up 0.1% of TRUADVICE's portfolio in Q3 2023, its #192 holding.
  • TRUADVICE first reported a position in Amgen in Q3 2020 and has held it in 6 quarters since.
  • TRUADVICE's Amgen position peaked at $905K in Q4 2020.
  • 2,501 funds tracked by Wall St. Rank held Amgen as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.