Icon Wealth Partners’s Biogen BIIB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$234K Sell
910
-17
-2% -$4.55K 0.03% 261
2023
Q2
$264K Sell
927
-120
-11% -$35.7K 0.03% 276
2023
Q1
$291K Buy
+1,047
New +$290K 0.03% 261
2022
Q2
$277K Sell
1,356
-319
-19% -$65.2K 0.03% 256
2022
Q1
$353K Buy
1,675
+11
+0.7% +$2.39K 0.04% 250
2021
Q4
$399K Sell
1,664
-96
-5% -$24.7K 0.04% 232
2021
Q3
$498K Sell
1,760
-233
-12% -$76.4K 0.05% 224
2021
Q2
$690K Sell
1,993
-416
-17% -$126K 0.07% 197
2021
Q1
$674K Buy
2,409
+371
+18% +$100K 0.08% 177
2020
Q4
$499K Buy
2,038
+168
+9% +$43.3K 0.08% 178
2020
Q3
$530K Buy
1,870
+269
+17% +$75K 0.1% 139
2020
Q2
$428K Sell
1,601
-220
-12% -$66.1K 0.1% 141
2020
Q1
$576K Sell
1,821
-327
-15% -$99.2K 0.23% 55
2019
Q4
$637K Sell
2,148
-30
-1% -$8.32K 0.2% 60
2019
Q3
$507K Buy
2,178
+4
+0.2% +$931 0.17% 66
2019
Q2
$508K Buy
2,174
+625
+40% +$144K 0.18% 65
2019
Q1
$366K Sell
1,549
-206
-12% -$64.9K 0.14% 88
2018
Q4
$528K Sell
1,755
-41
-2% -$13.1K 0.25% 60
2018
Q3
$635K Sell
1,796
-59
-3% -$20.3K 0.26% 61
2018
Q2
$538K Buy
1,855
+292
+19% +$82.1K 0.23% 70
2018
Q1
$428K Buy
1,563
+10
+0.6% +$3.1K 0.23% 94
2017
Q4
$495K Buy
+1,553
New +$498K 0.25% 88

Other funds holding BIIB

Icon Wealth Partners's BIIB Position: Q3 2023 in Review

Icon Wealth Partners reduced its Biogen (BIIB) stake by 1.8% in Q3 2023, selling an estimated $4.55K and leaving 910 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #261.

Icon Wealth Partners first reported a position in BIIB in Q4 2017 and has held it in 22 quarters since. The position peaked at $690K in Q2 2021. 965 funds tracked by Wall St. Rank hold BIIB as of Q3 2023.

  • Icon Wealth Partners held 910 shares of Biogen worth $234K as of Q3 2023.
  • Icon Wealth Partners sold 17 Biogen shares in Q3 2023, an estimated $4.55K.
  • Biogen made up 0.03% of Icon Wealth Partners's portfolio in Q3 2023, its #261 holding.
  • Icon Wealth Partners first reported a position in Biogen in Q4 2017 and has held it in 22 quarters since.
  • Icon Wealth Partners's Biogen position peaked at $690K in Q2 2021.
  • 965 funds tracked by Wall St. Rank held Biogen as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.