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BerganKDV Wealth Management’s Biogen BIIB Stock Holding History

BerganKDV 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
2023
Q2 		– Sell
-10
Closed -$2.78K – 888
2023
Q1 		$2.78K Hold
10
– – ﹤0.01% 779
2022
Q4 		$2.77K Sell
10
-2
-17% -$565 ﹤0.01% 763
2022
Q3 		$3K Sell
12
-50
-81% -$10.6K ﹤0.01% 742
2022
Q2 		$13K Sell
62
-1
-2% -$204 ﹤0.01% 544
2022
Q1 		$13K Sell
63
-3
-5% -$652 ﹤0.01% 571
2021
Q4 		$16K Hold
66
– – ﹤0.01% 574
2021
Q3 		$19K Sell
66
-48
-42% -$15.7K ﹤0.01% 531
2021
Q2 		$39K Hold
114
– – ﹤0.01% 424
2021
Q1 		$32K Sell
114
-4
-3% -$1.08K ﹤0.01% 423
2020
Q4 		$29K Buy
118
+1
+0.9% +$258 ﹤0.01% 416
2020
Q3 		$33K Sell
117
-178
-60% -$49.6K 0.01% 374
2020
Q2 		$79K Sell
295
-1,212
-80% -$364K 0.01% 295
2020
Q1 		$477K Sell
1,507
-243
-14% -$73.7K 0.1% 134
2019
Q4 		$519K Sell
1,750
-67
-4% -$18.6K 0.09% 144
2019
Q3 		$423K Sell
1,817
-613
-25% -$143K 0.08% 146
2019
Q2 		$568K Sell
2,430
-191
-7% -$44.1K 0.11% 130
2019
Q1 		$620K Sell
2,621
-255
-9% -$80.3K 0.13% 118
2018
Q4 		$865K Sell
2,876
-24
-0.8% -$7.66K 0.2% 89
2018
Q3 		$1.02M Sell
2,900
-211
-7% -$72.6K 0.22% 80
2018
Q2 		$903K Buy
3,111
+305
+11% +$85.7K 0.2% 89
2018
Q1 		$768K Buy
2,806
+59
+2% +$18.3K 0.21% 101
2017
Q4 		$875K Buy
2,747
+139
+5% +$44.6K 0.21% 97
2017
Q3 		$817K Buy
2,608
+77
+3% +$22.8K 0.2% 96
2017
Q2 		$687K Buy
+2,531
New +$669K 0.2% 99

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Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BerganKDV Wealth Management's BIIB Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Biogen (BIIB) in Q2 2023, closing a stake of 10 shares — an estimated $2.78K sold.

BerganKDV Wealth Management first reported a position in BIIB in Q2 2017 and held it in 24 quarters. The position peaked at $1.02M in Q3 2018. 1,008 funds tracked by Wall St. Rank hold BIIB as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Biogen position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 10 Biogen shares in Q2 2023, an estimated $2.78K.
  • BerganKDV Wealth Management first reported a position in Biogen in Q2 2017 and held it in 24 quarters.
  • BerganKDV Wealth Management's Biogen position peaked at $1.02M in Q3 2018.
  • 1,008 funds tracked by Wall St. Rank held Biogen as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.