VWA
AMGN icon

V Wealth Advisors’s Amgen AMGN Stock Holding History

V Wealth 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
2021
Q4 		– Sell
-400
Closed -$85K – 464
2021
Q3 		$85K Buy
+400
New +$92.1K 0.01% 497

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

V Wealth Advisors's AMGN Position: Q3 2023 in Review

V Wealth Advisors reduced its Amgen (AMGN) stake by 75% in Q3 2023, selling an estimated $630K and leaving 825 shares worth $222K. The position accounts for 0.18% of the portfolio, ranked #100.

V Wealth Advisors first reported a position in AMGN in Q1 2016 and has held it in 30 quarters since. The position peaked at $2.68M in Q4 2017. 2,501 funds tracked by Wall St. Rank hold AMGN as of Q3 2023.

  • V Wealth Advisors held 825 shares of Amgen worth $222K as of Q3 2023.
  • V Wealth Advisors sold 2,525 Amgen shares in Q3 2023, an estimated $630K.
  • Amgen made up 0.18% of V Wealth Advisors's portfolio in Q3 2023, its #100 holding.
  • V Wealth Advisors first reported a position in Amgen in Q1 2016 and has held it in 30 quarters since.
  • V Wealth Advisors's Amgen position peaked at $2.68M in Q4 2017.
  • 2,501 funds tracked by Wall St. Rank held Amgen as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.