BRIA
BIIB icon

Balanced Rock Investment Advisors’s Biogen BIIB Stock Holding History

Balanced Rock Investment Advisors’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
Q1 		– Sell
-1,648
Closed -$426K – 89
2023
Q4 		$426K Buy
+1,648
New +$405K 0.38% 61

Other funds holding BIIB

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Balanced Rock Investment Advisors's BIIB Position: Q1 2024 in Review

Balanced Rock Investment Advisors sold out of Biogen (BIIB) in Q1 2024, closing a stake of 1,648 shares — an estimated $426K sold.

Balanced Rock Investment Advisors first reported a position in BIIB in Q4 2023 and held it in 1 quarter. The position peaked at $426K in Q4 2023. 954 funds tracked by Wall St. Rank hold BIIB as of Q1 2024.

  • Balanced Rock Investment Advisors reported no remaining Biogen position as of Q1 2024 after selling out during the quarter.
  • Balanced Rock Investment Advisors sold 1,648 Biogen shares in Q1 2024, an estimated $426K.
  • Balanced Rock Investment Advisors first reported a position in Biogen in Q4 2023 and held it in 1 quarter.
  • Balanced Rock Investment Advisors's Biogen position peaked at $426K in Q4 2023.
  • 954 funds tracked by Wall St. Rank held Biogen as of Q1 2024.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2024, filed 13 May 2024.