Westshore Wealth’s Amgen AMGN Stock Holding History

Westshore Wealth’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
2023 Q2	–	Sell	-1,728	Closed	-$418K	–	112
2023 Q1	$418K	Buy	1,728 +304	+21%	+$74.6K	0.22%	51
2022 Q4	$374K	Hold	1,424	–	–	0.21%	57
2022 Q3	$321K	Buy	+1,424	New	+$345K	0.22%	52

Other funds holding AMGN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Westshore Wealth's AMGN Position: Q2 2023 in Review

Westshore Wealth sold out of Amgen (AMGN) in Q2 2023, closing a stake of 1,728 shares — an estimated $418K sold.

Westshore Wealth first reported a position in AMGN in Q3 2022 and held it in 3 quarters. The position peaked at $418K in Q1 2023. 2,390 funds tracked by Wall St. Rank hold AMGN as of Q2 2023.

Westshore Wealth reported no remaining Amgen position as of Q2 2023 after selling out during the quarter.
Westshore Wealth sold 1,728 Amgen shares in Q2 2023, an estimated $418K.
Westshore Wealth first reported a position in Amgen in Q3 2022 and held it in 3 quarters.
Westshore Wealth's Amgen position peaked at $418K in Q1 2023.
2,390 funds tracked by Wall St. Rank held Amgen as of Q2 2023.

Based on Westshore Wealth's 13F filing for Q2 2023, filed 5 Sep 2023.