Belpointe Asset Management’s Biogen BIIB Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-1,160	Closed	-$323K	–	881
2023 Q1	$323K	Sell	1,160 -2,137	-65%	-$591K	0.02%	714
2022 Q4	$913K	Sell	3,297 -200	-6%	-$56.5K	0.06%	344
2022 Q3	$933K	Buy	3,497 +61	+2%	+$13K	0.06%	312
2022 Q2	$701K	Buy	3,436 +96	+3%	+$19.6K	0.05%	385
2022 Q1	$703K	Sell	3,340 -292	-8%	-$63.5K	0.04%	423
2021 Q4	$871K	Sell	3,632 -597	-14%	-$154K	0.05%	356
2021 Q3	$1.2M	Buy	4,229 +54	+1%	+$17.7K	0.08%	269
2021 Q2	$1.45M	Buy	4,175 +1,162	+39%	+$352K	0.1%	214
2021 Q1	$843K	Sell	3,013 -1,107	-27%	-$299K	0.07%	286
2020 Q4	$1.01M	Buy	4,120 +2,934	+247%	+$757K	0.09%	248
2020 Q3	$337K	Buy	1,186 +234	+25%	+$65.3K	0.04%	404
2020 Q2	$255K	Buy	952 +11	+1%	+$3.31K	0.03%	456
2020 Q1	$298K	Buy	941 +82	+10%	+$24.9K	0.05%	338
2019 Q4	$255K	Buy	859 +91	+12%	+$25.2K	0.03%	475
2019 Q3	$179K	Sell	768 -17	-2%	-$3.96K	0.03%	497
2019 Q2	$184K	Sell	785 -155	-16%	-$35.8K	0.04%	431
2019 Q1	$222K	Buy	940 +119	+14%	+$37.5K	0.04%	292
2018 Q4	$247K	Sell	821 -1,297	-61%	-$414K	0.06%	305
2018 Q3	$748K	Buy	+2,118	New	+$729K	0.12%	174
2018 Q1	–	Sell	-1,989	Closed	-$634K	–	359
2017 Q4	$634K	Sell	1,989 -1,697	-46%	-$544K	0.14%	168
2017 Q3	$1.15M	Buy	+3,686	New	+$1.09M	0.27%	84

Other funds holding BIIB

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Belpointe Asset Management's BIIB Position: Q2 2023 in Review

Belpointe Asset Management sold out of Biogen (BIIB) in Q2 2023, closing a stake of 1,160 shares — an estimated $323K sold.

Belpointe Asset Management first reported a position in BIIB in Q3 2017 and held it in 21 quarters. The position peaked at $1.45M in Q2 2021. 1,008 funds tracked by Wall St. Rank hold BIIB as of Q2 2023.

Belpointe Asset Management reported no remaining Biogen position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 1,160 Biogen shares in Q2 2023, an estimated $323K.
Belpointe Asset Management first reported a position in Biogen in Q3 2017 and held it in 21 quarters.
Belpointe Asset Management's Biogen position peaked at $1.45M in Q2 2021.
1,008 funds tracked by Wall St. Rank held Biogen as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.