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Jupiter Wealth Management’s Biogen BIIB Stock Holding History

Jupiter 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
Q2 		– Sell
-1,000
Closed -$220K – 96
2024
Q1 		$220K Sell
1,000
-1,050
-51% -$246K 0.12% 83
2023
Q4 		$530K Sell
2,050
-400
-16% -$98.2K 0.31% 59
2023
Q3 		$551K Sell
2,450
-450
-16% -$120K 0.36% 54
2023
Q2 		$826K Buy
+2,900
New +$863K 0.71% 36

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jupiter Wealth Management's BIIB Position: Q2 2024 in Review

Jupiter Wealth Management sold out of Biogen (BIIB) in Q2 2024, closing a stake of 1,000 shares — an estimated $220K sold.

Jupiter Wealth Management first reported a position in BIIB in Q2 2023 and held it in 4 quarters. The position peaked at $826K in Q2 2023. 943 funds tracked by Wall St. Rank hold BIIB as of Q2 2024.

  • Jupiter Wealth Management reported no remaining Biogen position as of Q2 2024 after selling out during the quarter.
  • Jupiter Wealth Management sold 1,000 Biogen shares in Q2 2024, an estimated $220K.
  • Jupiter Wealth Management first reported a position in Biogen in Q2 2023 and held it in 4 quarters.
  • Jupiter Wealth Management's Biogen position peaked at $826K in Q2 2023.
  • 943 funds tracked by Wall St. Rank held Biogen as of Q2 2024.

Based on Jupiter Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.