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Mark Sheptoff Financial Planning’s Biogen BIIB Stock Holding History

Mark Sheptoff Financial Planning’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
2021
Q3 		– Sell
-300
Closed -$104K – 394
2021
Q2 		$104K Buy
+300
New +$90.9K 0.06% 138
2016
Q2 		– Sell
-2
Closed -$1K – 345
2016
Q1 		$1K Hold
2
– – ﹤0.01% 327
2015
Q4 		$1K Sell
2
-6
-75% -$1.72K ﹤0.01% 350
2015
Q3 		$2K Buy
8
+6
+300% +$1.98K ﹤0.01% 337
2015
Q2 		$1K Buy
+2
New +$803 ﹤0.01% 350

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mark Sheptoff Financial Planning's BIIB Position: Q3 2021 in Review

Mark Sheptoff Financial Planning sold out of Biogen (BIIB) in Q3 2021, closing a stake of 300 shares — an estimated $104K sold.

Mark Sheptoff Financial Planning first reported a position in BIIB in Q2 2015 and held it in 5 quarters. The position peaked at $104K in Q2 2021. 1,041 funds tracked by Wall St. Rank hold BIIB as of Q3 2021.

  • Mark Sheptoff Financial Planning reported no remaining Biogen position as of Q3 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 300 Biogen shares in Q3 2021, an estimated $104K.
  • Mark Sheptoff Financial Planning first reported a position in Biogen in Q2 2015 and held it in 5 quarters.
  • Mark Sheptoff Financial Planning's Biogen position peaked at $104K in Q2 2021.
  • 1,041 funds tracked by Wall St. Rank held Biogen as of Q3 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2021, filed 10 Nov 2021.