Kestra Private Wealth Services’s Biogen BIIB Stock Holding History

Kestra Private Wealth Services’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	-1,440	Closed	-$279K	–	1429
2024 Q3	$279K	Sell	1,440 -1,952	-58%	-$408K	0.01%	1109
2024 Q2	$786K	Sell	3,392 -2,052	-38%	-$446K	0.02%	656
2024 Q1	$1.17M	Buy	5,444 +182	+3%	+$42.6K	0.03%	513
2023 Q4	$1.36M	Buy	+5,262	New	+$1.29M	0.03%	442
2023 Q3	–	Sell	-761	Closed	-$217K	–	1174
2023 Q2	$217K	Buy	+761	New	+$227K	0.01%	940
2022 Q4	–	Sell	-839	Closed	-$224K	–	910
2022 Q3	$224K	Buy	+839	New	+$178K	0.01%	745
2022 Q2	–	Sell	-1,169	Closed	-$246K	–	926
2022 Q1	$246K	Sell	1,169 -7	-0.6%	-$1.52K	0.01%	814
2021 Q4	$282K	Buy	1,176 +33	+3%	+$8.48K	0.01%	788
2021 Q3	$323K	Sell	1,143 -632	-36%	-$207K	0.02%	675
2021 Q2	$615K	Sell	1,775 -522	-23%	-$158K	0.04%	455
2021 Q1	$643K	Sell	2,297 -33	-1%	-$8.9K	0.04%	397
2020 Q4	$568K	Sell	2,330 -806	-26%	-$208K	0.04%	414
2020 Q3	$890K	Buy	+3,136	New	+$875K	0.08%	262

Other funds holding BIIB

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kestra Private Wealth Services's BIIB Position: Q4 2024 in Review

Kestra Private Wealth Services sold out of Biogen (BIIB) in Q4 2024, closing a stake of 1,440 shares — an estimated $279K sold.

Kestra Private Wealth Services first reported a position in BIIB in Q3 2020 and held it in 13 quarters. The position peaked at $1.36M in Q4 2023. 876 funds tracked by Wall St. Rank hold BIIB as of Q4 2024.

Kestra Private Wealth Services reported no remaining Biogen position as of Q4 2024 after selling out during the quarter.
Kestra Private Wealth Services sold 1,440 Biogen shares in Q4 2024, an estimated $279K.
Kestra Private Wealth Services first reported a position in Biogen in Q3 2020 and held it in 13 quarters.
Kestra Private Wealth Services's Biogen position peaked at $1.36M in Q4 2023.
876 funds tracked by Wall St. Rank held Biogen as of Q4 2024.

Based on Kestra Private Wealth Services's 13F filing for Q4 2024, filed 28 Jan 2025.