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TruWealth Advisors’s Amgen AMGN Stock Holding History

TruWealth 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
2023
Q2 		– Sell
-18,940
Closed -$4.58M – 150
2023
Q1 		$4.58M Buy
18,940
+2,258
+14% +$554K 0.42% 51
2022
Q4 		$4.38M Buy
+16,682
New +$4.47M 0.43% 52
2021
Q3 		– Sell
-829
Closed -$202K – 119
2021
Q2 		$202K Sell
829
-273
-25% -$67.2K 0.02% 114
2021
Q1 		$274K Sell
1,102
-161
-13% -$38.4K 0.04% 89
2020
Q4 		$290K Buy
+1,263
New +$291K 0.04% 86

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

TruWealth Advisors's AMGN Position: Q2 2023 in Review

TruWealth Advisors sold out of Amgen (AMGN) in Q2 2023, closing a stake of 18,940 shares — an estimated $4.58M sold.

TruWealth Advisors first reported a position in AMGN in Q4 2020 and held it in 5 quarters. The position peaked at $4.58M in Q1 2023. 2,390 funds tracked by Wall St. Rank hold AMGN as of Q2 2023.

  • TruWealth Advisors reported no remaining Amgen position as of Q2 2023 after selling out during the quarter.
  • TruWealth Advisors sold 18,940 Amgen shares in Q2 2023, an estimated $4.58M.
  • TruWealth Advisors first reported a position in Amgen in Q4 2020 and held it in 5 quarters.
  • TruWealth Advisors's Amgen position peaked at $4.58M in Q1 2023.
  • 2,390 funds tracked by Wall St. Rank held Amgen as of Q2 2023.

Based on TruWealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.