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 Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avantax Advisory Services's BIIB Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Biogen (BIIB) in Q2 2025: 2,498 shares worth $314K. The stake represents ﹤0.01% of the portfolio and ranks #1875 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in BIIB as recently as Q2 2024.

Avantax Advisory Services first reported a position in BIIB in Q1 2020 and has held it in 13 quarters since. The position peaked at $617K in Q3 2021. 866 funds tracked by Wall St. Rank hold BIIB as of Q2 2025.

Avantax Advisory Services held 2,498 shares of Biogen worth $314K as of Q2 2025.
Biogen was a new Avantax Advisory Services position in Q2 2025.
Biogen made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1875 holding.
Avantax Advisory Services first reported a position in Biogen in Q1 2020 and has held it in 13 quarters since.
Avantax Advisory Services's Biogen position peaked at $617K in Q3 2021.
866 funds tracked by Wall St. Rank held Biogen as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.