Avantax Advisory Services’s Biogen BIIB Stock Holding History

Avantax Advisory Services’s Portfolio BIIB Stock Details BIIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$314K	Buy	+2,498	New	+$311K	﹤0.01%	1875
2024 Q3	–	Sell	-1,117	Closed	-$259K	–	2129
2024 Q2	$259K	Buy	+1,117	New	+$243K	﹤0.01%	1796
2023 Q4	–	Sell	-833	Closed	-$214K	–	1580
2023 Q3	$214K	Sell	833 -13	-2%	-$3.48K	﹤0.01%	1391
2023 Q2	$241K	Sell	846 -43	-5%	-$12.8K	﹤0.01%	1303
2023 Q1	$247K	Sell	889 -31	-3%	-$8.58K	﹤0.01%	1255
2022 Q4	$255K	Buy	920 +19	+2%	+$5.37K	﹤0.01%	1189
2022 Q3	$241K	Buy	+901	New	+$191K	﹤0.01%	1112
2022 Q2	–	Sell	-1,127	Closed	-$236K	–	1313
2022 Q1	$236K	Sell	1,127 -36	-3%	-$7.83K	﹤0.01%	1118
2021 Q4	$279K	Sell	1,163 -1,012	-47%	-$260K	﹤0.01%	1011
2021 Q3	$617K	Buy	2,175 +648	+42%	+$212K	0.01%	637
2021 Q2	$528K	Buy	+1,527	New	+$463K	0.01%	693
2020 Q4	–	Sell	-1,753	Closed	-$497K	–	970
2020 Q3	$497K	Buy	+1,753	New	+$489K	0.01%	784
2020 Q2	–	Sell	-830	Closed	-$264K	–	854
2020 Q1	$264K	Buy	+830	New	+$252K	0.01%	625

Other funds holding BIIB

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

Primecap Management

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

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

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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