Dougherty Wealth Advisers’s Biogen BIIB Stock Holding History

Dougherty Wealth Advisers’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 Q1	–	Sell	-428	Closed	-$103K	–	130
2021 Q4	$103K	Hold	428	–	–	0.14%	72
2021 Q3	$121K	Hold	428	–	–	0.18%	61
2021 Q2	$148K	Hold	428	–	–	0.22%	47
2021 Q1	$120K	Hold	428	–	–	0.18%	54
2020 Q4	$105K	Hold	428	–	–	0.17%	61
2020 Q3	$121K	Hold	428	–	–	0.42%	46
2020 Q2	$115K	Hold	428	–	–	0.42%	48
2020 Q1	$135K	Hold	428	–	–	0.54%	41
2019 Q4	$127K	Hold	428	–	–	0.39%	51
2019 Q3	$100K	Hold	428	–	–	0.33%	60
2019 Q2	$100K	Hold	428	–	–	0.28%	68
2019 Q1	$101K	Hold	428	–	–	0.34%	57
2018 Q4	$132K	Buy	+428	New	+$137K	0.43%	47

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 $3.38T AUM 44.17% 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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Dougherty Wealth Advisers's BIIB Position: Q1 2022 in Review

Dougherty Wealth Advisers sold out of Biogen (BIIB) in Q1 2022, closing a stake of 428 shares — an estimated $103K sold.

Dougherty Wealth Advisers first reported a position in BIIB in Q4 2018 and held it in 13 quarters. The position peaked at $148K in Q2 2021. 951 funds tracked by Wall St. Rank hold BIIB as of Q1 2022.

Dougherty Wealth Advisers reported no remaining Biogen position as of Q1 2022 after selling out during the quarter.
Dougherty Wealth Advisers sold 428 Biogen shares in Q1 2022, an estimated $103K.
Dougherty Wealth Advisers first reported a position in Biogen in Q4 2018 and held it in 13 quarters.
Dougherty Wealth Advisers's Biogen position peaked at $148K in Q2 2021.
951 funds tracked by Wall St. Rank held Biogen as of Q1 2022.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2022, filed 29 Apr 2022.