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Wheatland Advisors’s Amgen AMGN Stock Holding History

Wheatland 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
2020
Q1 		– Sell
-1,725
Closed -$416K – 41
2019
Q4 		$416K Sell
1,725
-475
-22% -$105K 0.53% 64
2019
Q3 		$426K Sell
2,200
-775
-26% -$149K 0.39% 71
2019
Q2 		$548K Hold
2,975
– – 0.41% 69
2019
Q1 		$565K Hold
2,975
– – 0.43% 66
2018
Q4 		$579K Hold
2,975
– – 0.51% 61
2018
Q3 		$617K Sell
2,975
-25
-0.8% -$4.93K 0.46% 65
2018
Q2 		$549K Sell
3,000
-100
-3% -$17.7K 0.44% 65
2018
Q1 		$528K Hold
3,100
– – 0.44% 66
2017
Q4 		$539K Sell
3,100
-35
-1% -$6.19K 0.44% 68
2017
Q3 		$585K Sell
3,135
-15
-0.5% -$2.66K 0.5% 62
2017
Q2 		$543K Hold
3,150
– – 0.49% 62
2017
Q1 		$517K Sell
3,150
-100
-3% -$16.6K 0.46% 64
2016
Q4 		$475K Hold
3,250
– – 0.42% 64
2016
Q3 		$542K Hold
3,250
– – 0.51% 59
2016
Q2 		$494K Hold
3,250
– – 0.47% 58
2016
Q1 		$487K Sell
3,250
-50
-2% -$7.43K 0.5% 57
2015
Q4 		$536K Sell
3,300
-100
-3% -$15.7K 0.55% 57
2015
Q3 		$470K Hold
3,400
– – 0.51% 59
2015
Q2 		$522K Sell
3,400
-50
-1% -$8.01K 0.5% 62
2015
Q1 		$551K Hold
3,450
– – 0.55% 59
2014
Q4 		$550K Hold
3,450
– – 0.54% 58
2014
Q3 		$485K Hold
3,450
– – 0.48% 60
2014
Q2 		$408K Sell
3,450
-100
-3% -$11.6K 0.37% 68
2014
Q1 		$438K Hold
3,550
– – 0.45% 62
2013
Q4 		$405K Buy
+3,550
New +$404K 0.42% 64

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wheatland Advisors's AMGN Position: Q1 2020 in Review

Wheatland Advisors sold out of Amgen (AMGN) in Q1 2020, closing a stake of 1,725 shares — an estimated $416K sold.

Wheatland Advisors first reported a position in AMGN in Q4 2013 and held it in 25 quarters. The position peaked at $617K in Q3 2018. 2,029 funds tracked by Wall St. Rank hold AMGN as of Q1 2020.

  • Wheatland Advisors reported no remaining Amgen position as of Q1 2020 after selling out during the quarter.
  • Wheatland Advisors sold 1,725 Amgen shares in Q1 2020, an estimated $416K.
  • Wheatland Advisors first reported a position in Amgen in Q4 2013 and held it in 25 quarters.
  • Wheatland Advisors's Amgen position peaked at $617K in Q3 2018.
  • 2,029 funds tracked by Wall St. Rank held Amgen as of Q1 2020.

Based on Wheatland Advisors's 13F filing for Q1 2020, filed 8 May 2020.