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AMGN icon

Wealthfront’s Amgen AMGN Stock Holding History

Wealthfront’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
2018
Q3 		$4.65M Buy
22,422
+430
+2% +$84.7K 0.04% 67
2018
Q2 		$4.06M Sell
21,992
-4,741
-18% -$839K 0.04% 66
2018
Q1 		$4.56M Sell
26,733
-16
-0.1% -$2.94K 0.05% 67
2017
Q4 		$4.65M Buy
26,749
+995
+4% +$176K 0.05% 64
2017
Q3 		$4.8M Buy
25,754
+2,427
+10% +$430K 0.06% 56
2017
Q2 		$4.02M Buy
23,327
+2,383
+11% +$388K 0.06% 54
2017
Q1 		$3.44M Buy
20,944
+9,114
+77% +$1.51M 0.06% 60
2016
Q4 		$1.73M Sell
11,830
-8,193
-41% -$1.23M 0.04% 80
2016
Q3 		$3.34M Buy
20,023
+3,566
+22% +$603K 0.08% 48
2016
Q2 		$2.5M Buy
16,457
+3,323
+25% +$517K 0.07% 53
2016
Q1 		$1.97M Sell
13,134
-755
-5% -$112K 0.06% 59
2015
Q4 		$2.25M Buy
13,889
+7,018
+102% +$1.1M 0.08% 48
2015
Q3 		$950K Buy
6,871
+1,477
+27% +$233K 0.04% 80
2015
Q2 		$828K Buy
5,394
+864
+19% +$138K 0.03% 66
2015
Q1 		$724K Buy
4,530
+432
+11% +$68K 0.03% 60
2014
Q4 		$653K Buy
4,098
+1,333
+48% +$208K 0.04% 55
2014
Q3 		$388K Buy
2,765
+1,287
+87% +$168K 0.03% 74
2014
Q2 		$181K Sell
1,478
-1,495
-50% -$173K 0.02% 121
2014
Q1 		$375K Buy
+2,973
New +$361K 0.05% 31

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthfront's AMGN Position: Q3 2018 in Review

Wealthfront increased its Amgen (AMGN) stake by 2% in Q3 2018, buying an estimated $84.7K and bringing the position to 22,422 shares worth $4.65M. The position accounts for 0.04% of the portfolio, ranked #67.

Wealthfront first reported a position in AMGN in Q1 2014 and has held it in 19 quarters since. The position peaked at $4.8M in Q3 2017. 1,797 funds tracked by Wall St. Rank hold AMGN as of Q3 2018.

  • Wealthfront held 22,422 shares of Amgen worth $4.65M as of Q3 2018.
  • Wealthfront bought 430 Amgen shares in Q3 2018, an estimated $84.7K.
  • Amgen made up 0.04% of Wealthfront's portfolio in Q3 2018, its #67 holding.
  • Wealthfront first reported a position in Amgen in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Amgen position peaked at $4.8M in Q3 2017.
  • 1,797 funds tracked by Wall St. Rank held Amgen as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.