Castle Wealth Management’s Biogen BIIB Stock Holding History

Castle 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
2022 Q4	–	Sell	-73	Closed	-$19K	–	166
2022 Q3	$19K	Hold	73	–	–	0.01%	331
2022 Q2	$15K	Buy	+73	New	+$14.9K	0.01%	347

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Castle Wealth Management's BIIB Position: Q4 2022 in Review

Castle Wealth Management sold out of Biogen (BIIB) in Q4 2022, closing a stake of 73 shares — an estimated $19K sold.

Castle Wealth Management first reported a position in BIIB in Q2 2022 and held it in 2 quarters. The position peaked at $19K in Q3 2022. 1,031 funds tracked by Wall St. Rank hold BIIB as of Q4 2022.

Castle Wealth Management reported no remaining Biogen position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 73 Biogen shares in Q4 2022, an estimated $19K.
Castle Wealth Management first reported a position in Biogen in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's Biogen position peaked at $19K in Q3 2022.
1,031 funds tracked by Wall St. Rank held Biogen as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.