Capital Wealth Planning’s Biogen BIIB Stock Holding History

Capital Wealth Planning’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 Q1	–	Sell	-766	Closed	-$212K	–	140
2022 Q4	$212K	Buy	+766	New	+$216K	﹤0.01%	95
2022 Q3	–	Sell	-1,370	Closed	-$279K	–	87
2022 Q2	$279K	Hold	1,370	–	–	0.01%	72
2022 Q1	$289K	Sell	1,370 -363	-21%	-$78.9K	0.01%	76
2021 Q4	$416K	Hold	1,733	–	–	0.01%	71
2021 Q3	$490K	Buy	1,733 +135	+8%	+$44.2K	0.01%	76
2021 Q2	$553K	Buy	1,598 +164	+11%	+$49.7K	0.02%	71
2021 Q1	$401K	Buy	1,434 +64	+5%	+$17.3K	0.01%	78
2020 Q4	$369K	Sell	1,370 -200	-13%	-$51.6K	0.01%	74
2020 Q3	$445K	Hold	1,570	–	–	0.02%	72
2020 Q2	$420K	Sell	1,570 -1,541	-50%	-$463K	0.02%	76
2020 Q1	$984K	Hold	3,111	–	–	0.06%	78
2019 Q4	$923K	Sell	3,111 -1,500	-33%	-$416K	0.05%	87
2019 Q3	$1.32M	Buy	+4,611	New	+$1.07M	0.08%	73

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Capital Wealth Planning's BIIB Position: Q1 2023 in Review

Capital Wealth Planning sold out of Biogen (BIIB) in Q1 2023, closing a stake of 766 shares — an estimated $212K sold.

Capital Wealth Planning first reported a position in BIIB in Q3 2019 and held it in 13 quarters. The position peaked at $1.32M in Q3 2019. 1,001 funds tracked by Wall St. Rank hold BIIB as of Q1 2023.

Capital Wealth Planning reported no remaining Biogen position as of Q1 2023 after selling out during the quarter.
Capital Wealth Planning sold 766 Biogen shares in Q1 2023, an estimated $212K.
Capital Wealth Planning first reported a position in Biogen in Q3 2019 and held it in 13 quarters.
Capital Wealth Planning's Biogen position peaked at $1.32M in Q3 2019.
1,001 funds tracked by Wall St. Rank held Biogen as of Q1 2023.

Based on Capital Wealth Planning's 13F filing for Q1 2023, filed 4 May 2023.