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Marcum Wealth’s Biogen BIIB Stock Holding History

Marcum Wealth’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
Q3 		– Sell
-1,131
Closed -$262K – 418
2024
Q2 		$262K Buy
1,131
+32
+3% +$6.95K 0.03% 297
2024
Q1 		$237K Sell
1,099
-96
-8% -$22.5K 0.02% 311
2023
Q4 		$309K Sell
1,195
-12
-1% -$2.95K 0.03% 248
2023
Q3 		$310K Buy
1,207
+11
+0.9% +$2.94K 0.04% 238
2023
Q2 		$341K Sell
1,196
-42
-3% -$12.5K 0.04% 224
2023
Q1 		$344K Sell
1,238
-11
-0.9% -$3.04K 0.04% 225
2022
Q4 		$346K Sell
1,249
-8
-0.6% -$2.26K 0.05% 221
2022
Q3 		$336K Sell
1,257
-8
-0.6% -$1.7K 0.05% 219
2022
Q2 		$258K Sell
1,265
-18
-1% -$3.68K 0.04% 258
2022
Q1 		$270K Buy
1,283
+95
+8% +$20.7K 0.04% 261
2021
Q4 		$285K Sell
1,188
-108
-8% -$27.8K 0.04% 262
2021
Q3 		$367K Buy
1,296
+571
+79% +$187K 0.06% 206
2021
Q2 		$251K Sell
725
-18
-2% -$5.45K 0.04% 241
2021
Q1 		$208K Buy
+743
New +$200K 0.03% 275

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Marcum Wealth's BIIB Position: Q3 2024 in Review

Marcum Wealth sold out of Biogen (BIIB) in Q3 2024, closing a stake of 1,131 shares — an estimated $262K sold.

Marcum Wealth first reported a position in BIIB in Q1 2021 and held it in 14 quarters. The position peaked at $367K in Q3 2021. 916 funds tracked by Wall St. Rank hold BIIB as of Q3 2024.

  • Marcum Wealth reported no remaining Biogen position as of Q3 2024 after selling out during the quarter.
  • Marcum Wealth sold 1,131 Biogen shares in Q3 2024, an estimated $262K.
  • Marcum Wealth first reported a position in Biogen in Q1 2021 and held it in 14 quarters.
  • Marcum Wealth's Biogen position peaked at $367K in Q3 2021.
  • 916 funds tracked by Wall St. Rank held Biogen as of Q3 2024.

Based on Marcum Wealth's 13F filing for Q3 2024, filed 8 Oct 2024.