Blue Bell Private Wealth Management’s Biogen BIIB Stock Holding History

Blue Bell Private 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 Q4	–	Sell	-40	Closed	-$10.3K	–	718
2023 Q3	$10.3K	Hold	40	–	–	﹤0.01%	421
2023 Q2	$11.4K	Buy	40 +15	+60%	+$4.46K	﹤0.01%	402
2023 Q1	$6.95K	Hold	25	–	–	﹤0.01%	425
2022 Q4	$6.92K	Hold	25	–	–	﹤0.01%	419
2022 Q3	$7K	Hold	25	–	–	﹤0.01%	407
2022 Q2	$5K	Hold	25	–	–	﹤0.01%	496
2022 Q1	$5K	Hold	25	–	–	﹤0.01%	540
2021 Q4	$6K	Buy	+25	New	+$6.43K	﹤0.01%	488

Other funds holding BIIB

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

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

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

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

Blue Bell Private Wealth Management's BIIB Position: Q4 2023 in Review

Blue Bell Private Wealth Management sold out of Biogen (BIIB) in Q4 2023, closing a stake of 40 shares — an estimated $10.3K sold.

Blue Bell Private Wealth Management first reported a position in BIIB in Q4 2021 and held it in 8 quarters. The position peaked at $11.4K in Q2 2023. 1,003 funds tracked by Wall St. Rank hold BIIB as of Q4 2023.

Blue Bell Private Wealth Management reported no remaining Biogen position as of Q4 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 40 Biogen shares in Q4 2023, an estimated $10.3K.
Blue Bell Private Wealth Management first reported a position in Biogen in Q4 2021 and held it in 8 quarters.
Blue Bell Private Wealth Management's Biogen position peaked at $11.4K in Q2 2023.
1,003 funds tracked by Wall St. Rank held Biogen as of Q4 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2023, filed 25 Jan 2024.