VSWA
AMGN icon

Vontobel Swiss Wealth Advisors’s Amgen AMGN Stock Holding History

Vontobel Swiss 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
2019
Q4 		– Sell
-1,715
Closed -$332K – 97
2019
Q3 		$332K Sell
1,715
-972
-36% -$187K 0.21% 80
2019
Q2 		$495K Buy
+2,687
New +$481K 0.27% 75
2018
Q4 		– Sell
-10,497
Closed -$2.18M – 80
2018
Q3 		$2.18M Sell
10,497
-684
-6% -$135K 1.27% 24
2018
Q2 		$2.06M Sell
11,181
-335
-3% -$59.3K 1.17% 25
2018
Q1 		$1.96M Buy
11,516
+62
+0.5% +$11.4K 1.04% 28
2017
Q4 		$1.99M Sell
11,454
-722
-6% -$128K 1.17% 27
2017
Q3 		$2.27M Buy
12,176
+686
+6% +$122K 1.38% 22
2017
Q2 		$1.98M Buy
11,490
+335
+3% +$54.5K 1.26% 24
2017
Q1 		$1.83M Sell
11,155
-340
-3% -$56.5K 0.99% 34
2016
Q4 		$1.68M Buy
11,495
+9,365
+440% +$1.41M 1.03% 34
2016
Q3 		$355K Sell
2,130
-80
-4% -$13.5K 0.19% 51
2016
Q2 		$303K Buy
+2,210
New +$344K 0.18% 57

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's AMGN Position: Q4 2019 in Review

Vontobel Swiss Wealth Advisors sold out of Amgen (AMGN) in Q4 2019, closing a stake of 1,715 shares — an estimated $332K sold.

Vontobel Swiss Wealth Advisors first reported a position in AMGN in Q2 2016 and held it in 12 quarters. The position peaked at $2.27M in Q3 2017. 2,107 funds tracked by Wall St. Rank hold AMGN as of Q4 2019.

  • Vontobel Swiss Wealth Advisors reported no remaining Amgen position as of Q4 2019 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 1,715 Amgen shares in Q4 2019, an estimated $332K.
  • Vontobel Swiss Wealth Advisors first reported a position in Amgen in Q2 2016 and held it in 12 quarters.
  • Vontobel Swiss Wealth Advisors's Amgen position peaked at $2.27M in Q3 2017.
  • 2,107 funds tracked by Wall St. Rank held Amgen as of Q4 2019.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.