Capital Financial Services’s Biogen BIIB Stock Holding History

Capital Financial Services’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
2022 Q4	$1.34M	Sell	4,835 -105	-2%	-$29.7K	1.85%	16
2022 Q3	$1.32M	Sell	4,940 -400	-7%	-$85K	1.95%	15
2022 Q2	$1.09M	Sell	5,340 -325	-6%	-$66.4K	1.53%	23
2022 Q1	$1.19M	Sell	5,665 -200	-3%	-$43.5K	1.4%	26
2021 Q4	$1.41M	Sell	5,865 -2,815	-32%	-$724K	1.54%	21
2021 Q3	$2.46M	Hold	8,680	–	–	3%	9
2021 Q2	$3.01M	Hold	8,680	–	–	3.82%	5
2021 Q1	$2.43M	Sell	8,680 -50	-0.6%	-$13.5K	3.24%	8
2020 Q4	$2.14M	Buy	+8,730	New	+$2.25M	2.98%	11

Other funds holding BIIB

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Capital Financial Services's BIIB Position: Q4 2022 in Review

Capital Financial Services reduced its Biogen (BIIB) stake by 2.1% in Q4 2022, selling an estimated $29.7K and leaving 4,835 shares worth $1.34M. The position accounts for 1.85% of the portfolio, ranked #16.

Capital Financial Services first reported a position in BIIB in Q4 2020 and has held it in 9 quarters since. The position peaked at $3.01M in Q2 2021. 1,031 funds tracked by Wall St. Rank hold BIIB as of Q4 2022.

Capital Financial Services held 4,835 shares of Biogen worth $1.34M as of Q4 2022.
Capital Financial Services sold 105 Biogen shares in Q4 2022, an estimated $29.7K.
Biogen made up 1.85% of Capital Financial Services's portfolio in Q4 2022, its #16 holding.
Capital Financial Services first reported a position in Biogen in Q4 2020 and has held it in 9 quarters since.
Capital Financial Services's Biogen position peaked at $3.01M in Q2 2021.
1,031 funds tracked by Wall St. Rank held Biogen as of Q4 2022.

Based on Capital Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.