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YorkBridge Wealth Partners’s Amgen AMGN Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$1.69M Sell
6,440
-1,189
-16% -$319K 0.43% 61
2022
Q3 		$1.72M Buy
7,629
+1,189
+18% +$288K 0.44% 56
2022
Q2 		$1.57M Hold
6,440
– – 0.41% 58
2022
Q1 		$1.56M Hold
6,440
– – 0.34% 64
2021
Q4 		$1.45M Sell
6,440
-173
-3% -$36.5K 0.32% 68
2021
Q3 		$1.41M Sell
6,613
-134
-2% -$30.8K 0.35% 66
2021
Q2 		$1.65M Hold
6,747
– – 0.43% 62
2021
Q1 		$1.68M Buy
6,747
+840
+14% +$200K 0.5% 55
2020
Q4 		$1.36M Buy
5,907
+17
+0.3% +$3.92K 0.45% 58
2020
Q3 		$1.5M Sell
5,890
-591
-9% -$146K 0.63% 49
2020
Q2 		$1.53M Buy
6,481
+96
+2% +$21.9K 0.7% 45
2020
Q1 		$1.29M Buy
6,385
+10
+0.2% +$2.18K 0.8% 45
2019
Q4 		$1.54M Buy
6,375
+85
+1% +$18.7K 0.7% 43
2019
Q3 		$1.22M Sell
6,290
-475
-7% -$91.2K 0.61% 52
2019
Q2 		$1.25M Sell
6,765
-29
-0.4% -$5.19K 0.55% 49
2019
Q1 		$1.29M Hold
6,794
– – 0.6% 49
2018
Q4 		$1.32M Buy
6,794
+1
+0% +$195 0.7% 44
2018
Q3 		$1.41M Sell
6,793
-38
-0.6% -$7.49K 0.64% 46
2018
Q2 		$1.26M Hold
6,831
– – 0.55% 49
2018
Q1 		$1.17M Hold
6,831
– – 0.54% 52
2017
Q4 		$1.19M Sell
6,831
-422
-6% -$74.7K 0.58% 46
2017
Q3 		$1.35M Buy
7,253
+41
+0.6% +$7.26K 0.7% 37
2017
Q2 		$1.25M Sell
7,212
-394
-5% -$64.1K 0.66% 44
2017
Q1 		$1.24M Buy
7,606
+1,447
+23% +$240K 0.65% 43
2016
Q4 		$896K Buy
+6,159
New +$927K 0.53% 54

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

YorkBridge Wealth Partners's AMGN Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Amgen (AMGN) stake by 16% in Q4 2022, selling an estimated $319K and leaving 6,440 shares worth $1.69M. The position accounts for 0.43% of the portfolio, ranked #61.

YorkBridge Wealth Partners first reported a position in AMGN in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.72M in Q3 2022. 2,501 funds tracked by Wall St. Rank hold AMGN as of Q4 2022.

  • YorkBridge Wealth Partners held 6,440 shares of Amgen worth $1.69M as of Q4 2022.
  • YorkBridge Wealth Partners sold 1,189 Amgen shares in Q4 2022, an estimated $319K.
  • Amgen made up 0.43% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #61 holding.
  • YorkBridge Wealth Partners first reported a position in Amgen in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Amgen position peaked at $1.72M in Q3 2022.
  • 2,501 funds tracked by Wall St. Rank held Amgen as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.