WealthOne’s Amgen AMGN Stock Holding History

WealthOne’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 Q2	–	Sell	-838	Closed	-$203K	–	124
2022 Q1	$203K	Buy	+838	New	+$193K	0.07%	122
2021 Q3	–	Sell	-920	Closed	-$224K	–	132
2021 Q2	$224K	Buy	920 +2	+0.2%	+$492	0.09%	114
2021 Q1	$228K	Buy	+918	New	+$219K	0.1%	109
2020 Q4	–	Sell	-925	Closed	-$235K	–	109
2020 Q3	$235K	Buy	925 +24	+3%	+$5.95K	0.13%	93
2020 Q2	$213K	Buy	+901	New	+$206K	0.13%	90
2019 Q1	–	Sell	-140	Closed	-$27K	–	96
2018 Q4	$27K	Buy	+140	New	+$27.3K	0.02%	234

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthOne's AMGN Position: Q2 2022 in Review

WealthOne sold out of Amgen (AMGN) in Q2 2022, closing a stake of 838 shares — an estimated $203K sold.

WealthOne first reported a position in AMGN in Q4 2018 and held it in 6 quarters. The position peaked at $235K in Q3 2020. 2,353 funds tracked by Wall St. Rank hold AMGN as of Q2 2022.

WealthOne reported no remaining Amgen position as of Q2 2022 after selling out during the quarter.
WealthOne sold 838 Amgen shares in Q2 2022, an estimated $203K.
WealthOne first reported a position in Amgen in Q4 2018 and held it in 6 quarters.
WealthOne's Amgen position peaked at $235K in Q3 2020.
2,353 funds tracked by Wall St. Rank held Amgen as of Q2 2022.

Based on WealthOne's 13F filing for Q2 2022, filed 18 Jul 2022.