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Wealthstreet Investment Advisors’s Amgen AMGN Stock Holding History

Wealthstreet Investment Advisors’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
Q1 		$4K Hold
17
– – 0.11% 65
2021
Q4 		$4K Hold
17
– – 0.1% 65
2021
Q3 		$4K Hold
17
– – 0.11% 65
2021
Q2 		$4K Sell
17
-89,223
-100% -$21.9M 0.02% 90
2021
Q1 		$22.2M Sell
89,240
-871
-1% -$208K 2.17% 7
2020
Q4 		$20.7M Sell
90,111
-825
-0.9% -$190K 2.1% 6
2020
Q3 		$23.1M Buy
90,936
+1,120
+1% +$277K 2.58% 5
2020
Q2 		$21.2M Sell
89,816
-200
-0.2% -$45.6K 2.59% 5
2020
Q1 		$18.2M Sell
90,016
-1,350
-1% -$295K 2.7% 4
2019
Q4 		$22M Sell
91,366
-35
-0% -$7.71K 2.57% 4
2019
Q3 		$19.1M Sell
91,401
-3,103
-3% -$596K 2.44% 5
2019
Q2 		$17.4M Buy
94,504
+1,600
+2% +$286K 2.25% 6
2019
Q1 		$17.6M Sell
92,904
-3,283
-3% -$627K 2.33% 7
2018
Q4 		$18.5M Sell
96,187
-1,527
-2% -$298K 2.59% 6
2018
Q3 		$20.3M Sell
97,714
-545
-0.6% -$107K 2.5% 5
2018
Q2 		$18.1M Sell
98,259
-21,272
-18% -$3.76M 2.4% 6
2018
Q1 		$20.4M Sell
119,531
-205
-0.2% -$37.6K 2.56% 5
2017
Q4 		$20.8M Buy
+119,736
New +$21.2M 2.52% 5

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthstreet Investment Advisors's AMGN Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its Amgen (AMGN) position steady in Q1 2022 at 17 shares worth $4K. The position accounts for 0.11% of the portfolio, ranked #65.

Wealthstreet Investment Advisors first reported a position in AMGN in Q4 2017 and has held it in 18 quarters since. The position peaked at $23.1M in Q3 2020. 2,336 funds tracked by Wall St. Rank hold AMGN as of Q1 2022.

  • Wealthstreet Investment Advisors held 17 shares of Amgen worth $4K as of Q1 2022.
  • Wealthstreet Investment Advisors left its Amgen share count unchanged in Q1 2022.
  • Amgen made up 0.11% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #65 holding.
  • Wealthstreet Investment Advisors first reported a position in Amgen in Q4 2017 and has held it in 18 quarters since.
  • Wealthstreet Investment Advisors's Amgen position peaked at $23.1M in Q3 2020.
  • 2,336 funds tracked by Wall St. Rank held Amgen as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.