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Wealthspire Advisors (Maryland)’s Amgen AMGN Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$1.59M Sell
6,266
-4,234
-40% -$1.05M 0.06% 150
2020
Q2 		$2.48M Buy
10,500
+976
+10% +$223K 0.18% 85
2020
Q1 		$1.93M Sell
9,524
-160
-2% -$34.9K 0.17% 86
2019
Q4 		$2.33M Sell
9,684
-449
-4% -$99K 0.16% 89
2019
Q3 		$1.96M Buy
10,133
+1,695
+20% +$325K 0.14% 94
2019
Q2 		$1.55M Sell
8,438
-219
-3% -$39.2K 0.12% 102
2019
Q1 		$1.65M Buy
8,657
+638
+8% +$122K 0.12% 99
2018
Q4 		$1.56M Buy
8,019
+604
+8% +$118K 0.14% 92
2018
Q3 		$1.54M Sell
7,415
-595
-7% -$117K 0.13% 98
2018
Q2 		$1.48M Buy
8,010
+341
+4% +$60.3K 0.13% 97
2018
Q1 		$1.31M Buy
7,669
+588
+8% +$108K 0.12% 107
2017
Q4 		$1.23M Buy
7,081
+992
+16% +$176K 0.12% 112
2017
Q3 		$1.14M Buy
6,089
+1,092
+22% +$193K 0.12% 120
2017
Q2 		$861K Buy
4,997
+737
+17% +$120K 0.1% 134
2017
Q1 		$699K Sell
4,260
-106
-2% -$17.6K 0.1% 132
2016
Q4 		$638K Sell
4,366
-934
-18% -$141K 0.1% 139
2016
Q3 		$884K Buy
5,300
+166
+3% +$28.1K 0.14% 108
2016
Q2 		$781K Buy
5,134
+352
+7% +$54.7K 0.13% 119
2016
Q1 		$717K Buy
4,782
+181
+4% +$26.9K 0.13% 118
2015
Q4 		$747K Buy
+4,601
New +$723K 0.14% 111

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AMGN Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Amgen (AMGN) stake by 40% in Q3 2020, selling an estimated $1.05M and leaving 6,266 shares worth $1.59M. The position accounts for 0.06% of the portfolio, ranked #150.

Wealthspire Advisors (Maryland) first reported a position in AMGN in Q4 2015 and has held it in 20 quarters since. The position peaked at $2.48M in Q2 2020. 2,127 funds tracked by Wall St. Rank hold AMGN as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 6,266 shares of Amgen worth $1.59M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 4,234 Amgen shares in Q3 2020, an estimated $1.05M.
  • Amgen made up 0.06% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #150 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Amgen in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Amgen position peaked at $2.48M in Q2 2020.
  • 2,127 funds tracked by Wall St. Rank held Amgen as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.