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WESPAC Advisors SoCal’s Amgen AMGN Stock Holding History

WESPAC Advisors SoCal’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
Q4 		– Sell
-14,222
Closed -$3.01M – 80
2021
Q3 		$3.01M Sell
14,222
-20,180
-59% -$4.64M 0.98% 34
2021
Q2 		$8.39M Buy
34,402
+7,310
+27% +$1.8M 2.78% 15
2021
Q1 		$6.74M Buy
27,092
+2
+0% +$477 2.64% 15
2020
Q4 		$6.23M Buy
27,090
+1,660
+7% +$383K 2.47% 19
2020
Q3 		$6.02M Buy
25,430
+190
+0.8% +$47.1K 2.86% 16
2020
Q2 		$6.29M Buy
25,240
+2,035
+9% +$464K 2.91% 12
2020
Q1 		$5.45M Sell
23,205
-2,216
-9% -$484K 3.02% 15
2019
Q4 		$6.13M Sell
25,421
-1,005
-4% -$222K 2.91% 15
2019
Q3 		$5.11M Buy
26,426
+157
+0.6% +$30.1K 2.53% 21
2019
Q2 		$4.84M Buy
26,269
+6,305
+32% +$1.13M 2.58% 20
2019
Q1 		$3.79M Sell
19,964
-4,867
-20% -$929K 2.1% 22
2018
Q4 		$4.83M Sell
24,831
-615
-2% -$120K 3.05% 13
2018
Q3 		$5.27M Sell
25,446
-290
-1% -$57.2K 2.65% 15
2018
Q2 		$4.75M Buy
25,736
+5,225
+25% +$924K 2.74% 14
2018
Q1 		$3.5M Sell
20,511
-267
-1% -$49K 2.03% 23
2017
Q4 		$3.61M Sell
20,778
-180
-0.9% -$31.9K 2.06% 24
2017
Q3 		$3.91M Sell
20,958
-390
-2% -$69.1K 2.33% 23
2017
Q2 		$3.68M Buy
21,348
+95
+0.4% +$15.5K 2.35% 22
2017
Q1 		$3.49M Sell
21,253
-5,790
-21% -$962K 2.16% 23
2016
Q4 		$3.95M Buy
27,043
+1,450
+6% +$218K 2.56% 19
2016
Q3 		$4.27M Sell
25,593
-852
-3% -$144K 2.88% 15
2016
Q2 		$4.02M Buy
26,445
+9,450
+56% +$1.47M 2.62% 16
2016
Q1 		$2.55M Sell
16,995
-11,300
-40% -$1.68M 1.88% 23
2015
Q4 		$4.59M Buy
+28,295
New +$4.45M 3.03% 14

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WESPAC Advisors SoCal's AMGN Position: Q4 2021 in Review

WESPAC Advisors SoCal sold out of Amgen (AMGN) in Q4 2021, closing a stake of 14,222 shares — an estimated $3.01M sold.

WESPAC Advisors SoCal first reported a position in AMGN in Q4 2015 and held it in 24 quarters. The position peaked at $8.39M in Q2 2021. 2,293 funds tracked by Wall St. Rank hold AMGN as of Q4 2021.

  • WESPAC Advisors SoCal reported no remaining Amgen position as of Q4 2021 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 14,222 Amgen shares in Q4 2021, an estimated $3.01M.
  • WESPAC Advisors SoCal first reported a position in Amgen in Q4 2015 and held it in 24 quarters.
  • WESPAC Advisors SoCal's Amgen position peaked at $8.39M in Q2 2021.
  • 2,293 funds tracked by Wall St. Rank held Amgen as of Q4 2021.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2021, filed 2 Feb 2022.