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Gladstone Institutional Advisory’s Biogen BIIB Stock Holding History

Gladstone Institutional Advisory’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
Q1 		– Sell
-961
Closed -$249K – 647
2023
Q4 		$249K Buy
+961
New +$236K 0.01% 569
2021
Q4 		– Sell
-1,295
Closed -$366K – 601
2021
Q3 		$366K Sell
1,295
-702
-35% -$230K 0.04% 395
2021
Q2 		$692K Buy
+1,997
New +$605K 0.08% 240

Other funds holding BIIB

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gladstone Institutional Advisory's BIIB Position: Q1 2024 in Review

Gladstone Institutional Advisory sold out of Biogen (BIIB) in Q1 2024, closing a stake of 961 shares — an estimated $249K sold.

Gladstone Institutional Advisory first reported a position in BIIB in Q2 2021 and held it in 3 quarters. The position peaked at $692K in Q2 2021. 954 funds tracked by Wall St. Rank hold BIIB as of Q1 2024.

  • Gladstone Institutional Advisory reported no remaining Biogen position as of Q1 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 961 Biogen shares in Q1 2024, an estimated $249K.
  • Gladstone Institutional Advisory first reported a position in Biogen in Q2 2021 and held it in 3 quarters.
  • Gladstone Institutional Advisory's Biogen position peaked at $692K in Q2 2021.
  • 954 funds tracked by Wall St. Rank held Biogen as of Q1 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2024, filed 14 May 2024.