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Laurel Wealth Advisors (California)’s Biogen BIIB Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$287K Sell
1,038
-67
-6% -$18.9K 0.03% 525
2022
Q3 		$295K Sell
1,105
-66
-6% -$14K 0.03% 488
2022
Q2 		$239K Sell
1,171
-784
-40% -$160K 0.02% 575
2022
Q1 		$412K Sell
1,955
-191
-9% -$41.5K 0.03% 475
2021
Q4 		$515K Buy
2,146
+1,266
+144% +$326K 0.04% 443
2021
Q3 		$249K Sell
880
-26
-3% -$8.52K 0.05% 382
2021
Q2 		$314K Buy
906
+193
+27% +$58.5K 0.04% 392
2021
Q1 		$200K Buy
+713
New +$192K 0.03% 449
2020
Q4 		– Sell
-746
Closed -$212K – 427
2020
Q3 		$212K Sell
746
-91
-11% -$25.4K 0.04% 379
2020
Q2 		$224K Buy
837
+98
+13% +$29.5K 0.04% 352
2020
Q1 		$234K Sell
739
-96
-11% -$29.1K 0.05% 328
2019
Q4 		$248K Sell
835
-49
-6% -$13.6K 0.04% 394
2019
Q3 		$206K Buy
884
+14
+2% +$3.26K 0.04% 427
2019
Q2 		$203K Sell
870
-20
-2% -$4.62K 0.04% 387
2019
Q1 		$210K Sell
890
-463
-34% -$146K 0.05% 357
2018
Q4 		$407K Buy
1,353
+178
+15% +$56.8K 0.12% 198
2018
Q3 		$415K Buy
1,175
+9
+0.8% +$3.1K 0.1% 219
2018
Q2 		$338K Buy
1,166
+26
+2% +$7.31K 0.09% 238
2018
Q1 		$312K Sell
1,140
-26
-2% -$8.07K 0.1% 234
2017
Q4 		$371K Sell
1,166
-15
-1% -$4.81K 0.11% 215
2017
Q3 		$369K Buy
1,181
+179
+18% +$53K 0.12% 189
2017
Q2 		$271K Sell
1,002
-78
-7% -$20.6K 0.1% 231
2017
Q1 		$295K Buy
1,080
+146
+16% +$41.3K 0.11% 198
2016
Q4 		$264K Sell
934
-13
-1% -$3.85K 0.12% 193
2016
Q3 		$296K Sell
947
-149
-14% -$44.1K 0.14% 177
2016
Q2 		$265K Sell
1,096
-153
-12% -$40.3K 0.13% 191
2016
Q1 		$325K Sell
1,249
-47
-4% -$12.4K 0.16% 158
2015
Q4 		$397K Buy
+1,296
New +$372K 0.21% 127

Other funds holding BIIB

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Laurel Wealth Advisors (California)'s BIIB Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Biogen (BIIB) stake by 6.1% in Q4 2022, selling an estimated $18.9K and leaving 1,038 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #525.

Laurel Wealth Advisors (California) first reported a position in BIIB in Q4 2015 and has held it in 28 quarters since. The position peaked at $515K in Q4 2021. 1,031 funds tracked by Wall St. Rank hold BIIB as of Q4 2022.

  • Laurel Wealth Advisors (California) held 1,038 shares of Biogen worth $287K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 67 Biogen shares in Q4 2022, an estimated $18.9K.
  • Biogen made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #525 holding.
  • Laurel Wealth Advisors (California) first reported a position in Biogen in Q4 2015 and has held it in 28 quarters since.
  • Laurel Wealth Advisors (California)'s Biogen position peaked at $515K in Q4 2021.
  • 1,031 funds tracked by Wall St. Rank held Biogen as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.