Wallace Advisory Group’s Amgen AMGN Stock Holding History

Wallace Advisory Group’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 Q1	–	Sell	-1,447	Closed	-$380K	–	175
2022 Q4	$380K	Buy	+1,447	New	+$388K	0.3%	96

Other funds holding AMGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wallace Advisory Group's AMGN Position: Q1 2023 in Review

Wallace Advisory Group sold out of Amgen (AMGN) in Q1 2023, closing a stake of 1,447 shares — an estimated $380K sold.

Wallace Advisory Group first reported a position in AMGN in Q4 2022 and held it in 1 quarter. The position peaked at $380K in Q4 2022. 2,434 funds tracked by Wall St. Rank hold AMGN as of Q1 2023.

Wallace Advisory Group reported no remaining Amgen position as of Q1 2023 after selling out during the quarter.
Wallace Advisory Group sold 1,447 Amgen shares in Q1 2023, an estimated $380K.
Wallace Advisory Group first reported a position in Amgen in Q4 2022 and held it in 1 quarter.
Wallace Advisory Group's Amgen position peaked at $380K in Q4 2022.
2,434 funds tracked by Wall St. Rank held Amgen as of Q1 2023.

Based on Wallace Advisory Group's 13F filing for Q1 2023, filed 11 May 2023.