Wealthcare Capital Management’s Amgen AMGN Stock Holding History

Wealthcare Capital 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 Q2	–	Sell	-152	Closed	-$38K	–	108
2021 Q1	$38K	Buy	+152	New	+$36.3K	﹤0.01%	163
2020 Q2	–	Sell	-15	Closed	-$3K	–	64
2020 Q1	$3K	Sell	15 -30	-67%	-$6.55K	﹤0.01%	195
2019 Q4	$11K	Buy	+45	New	+$9.92K	﹤0.01%	175
2018 Q1	–	Sell	-16	Closed	-$3K	–	200
2017 Q4	$3K	Buy	+16	New	+$2.83K	﹤0.01%	168
2015 Q2	–	Sell	-460	Closed	-$74K	–	399
2015 Q1	$74K	Buy	+460	New	+$72.4K	0.01%	187
2014 Q1	–	Sell	-25	Closed	-$3K	–	163
2013 Q4	$3K	Hold	25	–	–	﹤0.01%	99
2013 Q3	$3K	Hold	25	–	–	﹤0.01%	98
2013 Q2	$2K	Buy	+25	New	+$2.59K	﹤0.01%	107

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

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

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

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

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

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

Wealthcare Capital Management's AMGN Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Amgen (AMGN) in Q2 2021, closing a stake of 152 shares — an estimated $38K sold.

Wealthcare Capital Management first reported a position in AMGN in Q2 2013 and held it in 8 quarters. The position peaked at $74K in Q1 2015. 2,194 funds tracked by Wall St. Rank hold AMGN as of Q2 2021.

Wealthcare Capital Management reported no remaining Amgen position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 152 Amgen shares in Q2 2021, an estimated $38K.
Wealthcare Capital Management first reported a position in Amgen in Q2 2013 and held it in 8 quarters.
Wealthcare Capital Management's Amgen position peaked at $74K in Q1 2015.
2,194 funds tracked by Wall St. Rank held Amgen as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.