First Trust Direct Indexing’s Biogen BIIB Stock Holding History

First Trust Direct Indexing’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	–	Sell	-1,213	Closed	-$235K	–	105
2024 Q3	$235K	Sell	1,213 -1,533	-56%	-$321K	0.01%	851
2024 Q2	$637K	Buy	2,746 +1,006	+58%	+$219K	0.04%	437
2024 Q1	$375K	Sell	1,740 -101	-5%	-$23.7K	0.03%	553
2023 Q4	$476K	Buy	1,841 +167	+10%	+$41K	0.04%	453
2023 Q3	$430K	Sell	1,674 -250	-13%	-$66.9K	0.05%	431
2023 Q2	$548K	Buy	1,924 +146	+8%	+$43.5K	0.06%	387
2023 Q1	$494K	Buy	1,778 +18	+1%	+$4.98K	0.06%	402
2022 Q4	$487K	Buy	1,760 +388	+28%	+$110K	0.06%	389
2022 Q3	$366K	Buy	1,372 +114	+9%	+$24.2K	0.05%	418
2022 Q2	$257K	Buy	1,258 +31	+3%	+$6.34K	0.04%	519
2022 Q1	$258K	Buy	1,227 +100	+9%	+$21.7K	0.03%	548
2021 Q4	$270K	Sell	1,127 -119	-10%	-$30.6K	0.04%	521
2021 Q3	$353K	Buy	1,246 +200	+19%	+$65.5K	0.05%	432
2021 Q2	$362K	Sell	1,046 -464	-31%	-$141K	0.05%	416
2021 Q1	$422K	Buy	1,510 +126	+9%	+$34K	0.11%	249
2020 Q4	$339K	Buy	+1,384	New	+$357K	0.09%	272

Other funds holding BIIB

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

Primecap Management

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

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

Geode Capital Management

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

T. Rowe Price Investment Management

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

Pacer Advisors Malvern, Pennsylvania $34.9B 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