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TrueWealth LLC’s Amgen AMGN Stock Holding History

TrueWealth LLC’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
2020
Q2 		$433K Hold
1,835
– – 0.18% 76
2020
Q1 		$372K Hold
1,835
– – 0.18% 81
2019
Q4 		$442K Buy
1,835
+16
+0.9% +$3.53K 0.18% 83
2019
Q3 		$352K Hold
1,819
– – 0.15% 95
2019
Q2 		$335K Sell
1,819
-186
-9% -$33.3K 0.15% 95
2019
Q1 		$381K Buy
2,005
+21
+1% +$4.01K 0.18% 86
2018
Q4 		$386K Sell
1,984
-17
-0.8% -$3.32K 0.2% 82
2018
Q3 		$415K Buy
2,001
+72
+4% +$14.2K 0.19% 84
2018
Q2 		$356K Buy
1,929
+10
+0.5% +$1.77K 0.17% 90
2018
Q1 		$327K Sell
1,919
-43
-2% -$7.89K 0.16% 94
2017
Q4 		$341K Buy
+1,962
New +$347K 0.16% 96

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TrueWealth LLC's AMGN Position: Q2 2020 in Review

TrueWealth LLC held its Amgen (AMGN) position steady in Q2 2020 at 1,835 shares worth $433K. The position accounts for 0.18% of the portfolio, ranked #76.

TrueWealth LLC first reported a position in AMGN in Q4 2017 and has held it in 11 quarters since. The position peaked at $442K in Q4 2019. 2,091 funds tracked by Wall St. Rank hold AMGN as of Q2 2020.

  • TrueWealth LLC held 1,835 shares of Amgen worth $433K as of Q2 2020.
  • TrueWealth LLC left its Amgen share count unchanged in Q2 2020.
  • Amgen made up 0.18% of TrueWealth LLC's portfolio in Q2 2020, its #76 holding.
  • TrueWealth LLC first reported a position in Amgen in Q4 2017 and has held it in 11 quarters since.
  • TrueWealth LLC's Amgen position peaked at $442K in Q4 2019.
  • 2,091 funds tracked by Wall St. Rank held Amgen as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.