Narus Financial Partners’s Biogen BIIB Stock Holding History

Narus Financial Partners’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
2023 Q4	–	Sell	-900	Closed	-$231K	–	137
2023 Q3	$231K	Hold	900	–	–	0.12%	112
2023 Q2	$256K	Hold	900	–	–	0.13%	100
2023 Q1	$250K	Sell	900 -15	-2%	-$4.15K	0.14%	97
2022 Q4	$253K	Sell	915 -20	-2%	-$5.65K	0.15%	96
2022 Q3	$250K	Buy	+935	New	+$199K	0.16%	90
2022 Q2	–	Sell	-971	Closed	-$204K	–	114
2022 Q1	$204K	Buy	+971	New	+$211K	0.11%	108
2021 Q1	$332K	Buy	+1,187	New	+$320K	0.2%	61
2019 Q4	$273K	Hold	920	–	–	0.19%	59
2019 Q3	$214K	Hold	920	–	–	0.16%	68
2019 Q2	$215K	Buy	+920	New	+$212K	0.17%	67
2017 Q3	$410K	Buy	1,310 +140	+12%	+$41.5K	0.36%	42
2017 Q2	$317K	Hold	1,170	–	–	0.29%	47
2017 Q1	$320K	Hold	1,170	–	–	0.31%	44
2016 Q4	$332K	Buy	+1,170	New	+$347K	0.35%	44

Other funds holding BIIB

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Narus Financial Partners's BIIB Position: Q4 2023 in Review

Narus Financial Partners sold out of Biogen (BIIB) in Q4 2023, closing a stake of 900 shares — an estimated $231K sold.

Narus Financial Partners first reported a position in BIIB in Q4 2016 and held it in 14 quarters. The position peaked at $410K in Q3 2017. 1,003 funds tracked by Wall St. Rank hold BIIB as of Q4 2023.

Narus Financial Partners reported no remaining Biogen position as of Q4 2023 after selling out during the quarter.
Narus Financial Partners sold 900 Biogen shares in Q4 2023, an estimated $231K.
Narus Financial Partners first reported a position in Biogen in Q4 2016 and held it in 14 quarters.
Narus Financial Partners's Biogen position peaked at $410K in Q3 2017.
1,003 funds tracked by Wall St. Rank held Biogen as of Q4 2023.

Based on Narus Financial Partners's 13F filing for Q4 2023, filed 25 Jan 2024.