Moneta Group Investment Advisors’s Biogen BIIB Stock Holding History

Moneta Group Investment Advisors’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	-1,291	Closed	-$250K	–	668
2024 Q3	$250K	Buy	+1,291	New	+$270K	﹤0.01%	564
2021 Q2	–	Sell	-1,659	Closed	-$464K	–	451
2021 Q1	$464K	Buy	+1,659	New	+$447K	0.02%	271
2020 Q2	–	Sell	-670	Closed	-$212K	–	253
2020 Q1	$212K	Buy	+670	New	+$203K	0.02%	219
2018 Q3	–	Sell	-1,023	Closed	-$297K	–	247
2018 Q2	$297K	Buy	1,023 +53	+5%	+$14.9K	0.03%	210
2018 Q1	$266K	Buy	970 +287	+42%	+$89.1K	0.04%	167
2017 Q4	$218K	Sell	683 -20	-3%	-$6.42K	0.03%	184
2017 Q3	$220K	Buy	+703	New	+$208K	0.03%	187
2015 Q4	–	Sell	-54	Closed	-$16K	–	165
2015 Q3	$16K	Buy	+54	New	+$17.8K	﹤0.01%	352

Other funds holding BIIB

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Moneta Group Investment Advisors's BIIB Position: Q4 2024 in Review

Moneta Group Investment Advisors sold out of Biogen (BIIB) in Q4 2024, closing a stake of 1,291 shares — an estimated $250K sold.

Moneta Group Investment Advisors first reported a position in BIIB in Q3 2015 and held it in 8 quarters. The position peaked at $464K in Q1 2021. 874 funds tracked by Wall St. Rank hold BIIB as of Q4 2024.

Moneta Group Investment Advisors reported no remaining Biogen position as of Q4 2024 after selling out during the quarter.
Moneta Group Investment Advisors sold 1,291 Biogen shares in Q4 2024, an estimated $250K.
Moneta Group Investment Advisors first reported a position in Biogen in Q3 2015 and held it in 8 quarters.
Moneta Group Investment Advisors's Biogen position peaked at $464K in Q1 2021.
874 funds tracked by Wall St. Rank held Biogen as of Q4 2024.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.