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Wealth Advisory Solutions’s Amgen AMGN Stock Holding History

Wealth Advisory Solutions’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
2022
Q4 		– Sell
-1,072
Closed -$242K – 130
2022
Q3 		$242K Sell
1,072
-100
-9% -$24.2K 0.07% 120
2022
Q2 		$285K Sell
1,172
-13
-1% -$3.19K 0.07% 118
2022
Q1 		$287K Buy
+1,185
New +$272K 0.06% 125

Other funds holding AMGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Advisory Solutions's AMGN Position: Q4 2022 in Review

Wealth Advisory Solutions sold out of Amgen (AMGN) in Q4 2022, closing a stake of 1,072 shares — an estimated $242K sold.

Wealth Advisory Solutions first reported a position in AMGN in Q1 2022 and held it in 3 quarters. The position peaked at $287K in Q1 2022. 2,501 funds tracked by Wall St. Rank hold AMGN as of Q4 2022.

  • Wealth Advisory Solutions reported no remaining Amgen position as of Q4 2022 after selling out during the quarter.
  • Wealth Advisory Solutions sold 1,072 Amgen shares in Q4 2022, an estimated $242K.
  • Wealth Advisory Solutions first reported a position in Amgen in Q1 2022 and held it in 3 quarters.
  • Wealth Advisory Solutions's Amgen position peaked at $287K in Q1 2022.
  • 2,501 funds tracked by Wall St. Rank held Amgen as of Q4 2022.

Based on Wealth Advisory Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.