Walled Lake Planning & Wealth Management’s Amgen AMGN Stock Holding History

Walled Lake Planning & Wealth Management’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	-745	Closed	-$158K	–	114
2021 Q3	$158K	Buy	745 +150	+25%	+$34.5K	0.1%	88
2021 Q2	$145K	Hold	595	–	–	0.09%	93
2021 Q1	$148K	Buy	595 +5	+0.8%	+$1.19K	0.1%	88
2020 Q4	$136K	Sell	590 -8	-1%	-$1.84K	0.1%	83
2020 Q3	$152K	Hold	598	–	–	0.12%	76
2020 Q2	$141K	Buy	598 +8	+1%	+$1.82K	0.12%	74
2020 Q1	$120K	Hold	590	–	–	0.11%	75
2019 Q4	$142K	Buy	+590	New	+$130K	0.1%	78

Other funds holding AMGN

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

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

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management's AMGN Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Amgen (AMGN) in Q4 2021, closing a stake of 745 shares — an estimated $158K sold.

Walled Lake Planning & Wealth Management first reported a position in AMGN in Q4 2019 and held it in 8 quarters. The position peaked at $158K in Q3 2021. 2,293 funds tracked by Wall St. Rank hold AMGN as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Amgen position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 745 Amgen shares in Q4 2021, an estimated $158K.
Walled Lake Planning & Wealth Management first reported a position in Amgen in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Amgen position peaked at $158K in Q3 2021.
2,293 funds tracked by Wall St. Rank held Amgen as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.