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True Link Financial Advisors’s Amgen AMGN Stock Holding History

True Link Financial Advisors’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
Q4 		– Sell
-975
Closed -$220K – 116
2022
Q3 		$220K Buy
+975
New +$236K 0.03% 124
2022
Q1 		– Sell
-250
Closed -$56K – 136
2021
Q4 		$56K Sell
250
-368
-60% -$77.7K 0.01% 450
2021
Q3 		$131K Sell
618
-32
-5% -$7.37K 0.02% 304
2021
Q2 		$158K Buy
650
+43
+7% +$10.6K 0.02% 244
2021
Q1 		$151K Hold
607
– – 0.02% 304
2020
Q4 		$140K Buy
+607
New +$140K 0.02% 330

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

True Link Financial Advisors's AMGN Position: Q4 2022 in Review

True Link Financial Advisors sold out of Amgen (AMGN) in Q4 2022, closing a stake of 975 shares — an estimated $220K sold.

True Link Financial Advisors first reported a position in AMGN in Q4 2020 and held it in 6 quarters. The position peaked at $220K in Q3 2022. 2,501 funds tracked by Wall St. Rank hold AMGN as of Q4 2022.

  • True Link Financial Advisors reported no remaining Amgen position as of Q4 2022 after selling out during the quarter.
  • True Link Financial Advisors sold 975 Amgen shares in Q4 2022, an estimated $220K.
  • True Link Financial Advisors first reported a position in Amgen in Q4 2020 and held it in 6 quarters.
  • True Link Financial Advisors's Amgen position peaked at $220K in Q3 2022.
  • 2,501 funds tracked by Wall St. Rank held Amgen as of Q4 2022.

Based on True Link Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.