CWM
BIIB icon

Curi Wealth Management’s Biogen BIIB Stock Holding History

Curi 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
Q3 		– Sell
-117
Closed -$24K – 246
2022
Q2 		$24K Sell
117
-4
-3% -$818 ﹤0.01% 284
2022
Q1 		$25K Buy
121
+100
+476% +$21.7K ﹤0.01% 265
2021
Q4 		$5K Buy
+21
New +$5.4K ﹤0.01% 369
2021
Q1 		– Sell
-21
Closed -$5K – 140
2020
Q4 		$5K Buy
+21
New +$5.42K ﹤0.01% 299

Other funds holding BIIB

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Curi Wealth Management's BIIB Position: Q3 2022 in Review

Curi Wealth Management sold out of Biogen (BIIB) in Q3 2022, closing a stake of 117 shares — an estimated $24K sold.

Curi Wealth Management first reported a position in BIIB in Q4 2020 and held it in 4 quarters. The position peaked at $25K in Q1 2022. 985 funds tracked by Wall St. Rank hold BIIB as of Q3 2022.

  • Curi Wealth Management reported no remaining Biogen position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 117 Biogen shares in Q3 2022, an estimated $24K.
  • Curi Wealth Management first reported a position in Biogen in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Biogen position peaked at $25K in Q1 2022.
  • 985 funds tracked by Wall St. Rank held Biogen as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.