Cassady Schiller Wealth Management’s Biogen BIIB Stock Holding History

Cassady Schiller 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
2024 Q4	$79.8K	Sell	522 -24	-4%	-$4.05K	0.03%	169
2024 Q3	$106K	Hold	546	–	–	0.04%	154
2024 Q2	$127K	Hold	546	–	–	0.05%	143
2024 Q1	$118K	Hold	546	–	–	0.05%	145
2023 Q4	$141K	Hold	546	–	–	0.07%	130
2023 Q3	$140K	Hold	546	–	–	0.08%	129
2023 Q2	$156K	Hold	546	–	–	0.08%	121
2023 Q1	$152K	Hold	546	–	–	0.07%	120
2022 Q4	$151K	Buy	+546	New	+$154K	0.09%	111
2022 Q1	–	Sell	-1	Closed	–	–	164
2021 Q4	$0	Buy	+1	New	+$257	﹤0.01%	553

Other funds holding BIIB

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

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

BlackRock New York $5.72T AUM 30.48% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cassady Schiller Wealth Management's BIIB Position: Q4 2024 in Review

Cassady Schiller Wealth Management reduced its Biogen (BIIB) stake by 4.4% in Q4 2024, selling an estimated $4.05K and leaving 522 shares worth $79.8K. The position accounts for 0.03% of the portfolio, ranked #169.

Cassady Schiller Wealth Management first reported a position in BIIB in Q4 2021 and has held it in 10 quarters since. The position peaked at $156K in Q2 2023. 874 funds tracked by Wall St. Rank hold BIIB as of Q4 2024.

Cassady Schiller Wealth Management held 522 shares of Biogen worth $79.8K as of Q4 2024.
Cassady Schiller Wealth Management sold 24 Biogen shares in Q4 2024, an estimated $4.05K.
Biogen made up 0.03% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #169 holding.
Cassady Schiller Wealth Management first reported a position in Biogen in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Biogen position peaked at $156K in Q2 2023.
874 funds tracked by Wall St. Rank held Biogen as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.