Defined Wealth Management’s Biogen BIIB Stock Holding History

Defined 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 Q3	–	Sell	-910	Closed	-$211K	–	110
2024 Q2	$211K	Buy	+910	New	+$198K	0.15%	105
2024 Q1	–	Sell	-933	Closed	-$241K	–	104
2023 Q4	$241K	Buy	933 +2	+0.2%	+$491	0.18%	95
2023 Q3	$239K	Buy	931 +5	+0.5%	+$1.34K	0.2%	93
2023 Q2	$264K	Buy	926 +1	+0.1%	+$298	0.22%	90
2023 Q1	$257K	Hold	925	–	–	0.24%	89
2022 Q4	$256K	Sell	925 -200	-18%	-$56.5K	0.24%	92
2022 Q3	$300K	Hold	1,125	–	–	0.33%	69
2022 Q2	$229K	Sell	1,125 -14	-1%	-$2.86K	0.23%	85
2022 Q1	$240K	Hold	1,139	–	–	0.21%	89
2021 Q4	$273K	Hold	1,139	–	–	0.22%	84
2021 Q3	$322K	Buy	1,139 +14	+1%	+$4.59K	0.29%	72
2021 Q2	$390K	Hold	1,125	–	–	0.35%	65
2021 Q1	$315K	Sell	1,125 -22	-2%	-$5.93K	0.3%	70
2020 Q4	$281K	Buy	+1,147	New	+$296K	0.28%	72

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Defined Wealth Management's BIIB Position: Q3 2024 in Review

Defined Wealth Management sold out of Biogen (BIIB) in Q3 2024, closing a stake of 910 shares — an estimated $211K sold.

Defined Wealth Management first reported a position in BIIB in Q4 2020 and held it in 14 quarters. The position peaked at $390K in Q2 2021. 916 funds tracked by Wall St. Rank hold BIIB as of Q3 2024.

Defined Wealth Management reported no remaining Biogen position as of Q3 2024 after selling out during the quarter.
Defined Wealth Management sold 910 Biogen shares in Q3 2024, an estimated $211K.
Defined Wealth Management first reported a position in Biogen in Q4 2020 and held it in 14 quarters.
Defined Wealth Management's Biogen position peaked at $390K in Q2 2021.
916 funds tracked by Wall St. Rank held Biogen as of Q3 2024.

Based on Defined Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.