Baker Tilly Wealth Management’s Biogen BIIB Stock Holding History

Baker Tilly Wealth Management’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
2024 Q2	–	Sell	-2,851	Closed	-$615K	–	294
2024 Q1	$615K	Sell	2,851 -30	-1%	-$7.03K	0.11%	205
2023 Q4	$746K	Sell	2,881 -241	-8%	-$59.2K	0.12%	180
2023 Q3	$802K	Buy	3,122 +16	+0.5%	+$4.28K	0.13%	157
2023 Q2	$885K	Buy	3,106 +28	+0.9%	+$8.34K	0.09%	223
2023 Q1	$856K	Sell	3,078 -18	-0.6%	-$4.98K	0.1%	225
2022 Q4	$857K	Buy	3,096 +18	+0.6%	+$5.08K	0.11%	217
2022 Q3	$822K	Sell	3,078 -91	-3%	-$19.3K	0.11%	199
2022 Q2	$646K	Sell	3,169 -25	-0.8%	-$5.11K	0.08%	249
2022 Q1	$673K	Buy	3,194 +1,505	+89%	+$327K	0.07%	266
2021 Q4	$405K	Sell	1,689 -944	-36%	-$243K	0.04%	392
2021 Q3	$745K	Buy	2,633 +403	+18%	+$132K	0.1%	224
2021 Q2	$772K	Buy	2,230 +259	+13%	+$78.5K	0.12%	186
2021 Q1	$551K	Buy	1,971 +193	+11%	+$52K	0.11%	221
2020 Q4	$435K	Buy	+1,778	New	+$459K	0.13%	169

Other funds holding BIIB

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

Primecap Management Pasadena, California $127B AUM 44.11% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baker Tilly Wealth Management's BIIB Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Biogen (BIIB) in Q2 2024, closing a stake of 2,851 shares — an estimated $615K sold.

Baker Tilly Wealth Management first reported a position in BIIB in Q4 2020 and held it in 14 quarters. The position peaked at $885K in Q2 2023. 943 funds tracked by Wall St. Rank hold BIIB as of Q2 2024.

Baker Tilly Wealth Management reported no remaining Biogen position as of Q2 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 2,851 Biogen shares in Q2 2024, an estimated $615K.
Baker Tilly Wealth Management first reported a position in Biogen in Q4 2020 and held it in 14 quarters.
Baker Tilly Wealth Management's Biogen position peaked at $885K in Q2 2023.
943 funds tracked by Wall St. Rank held Biogen as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.