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OneAscent Wealth Management’s Biogen BIIB Stock Holding History

OneAscent Wealth Management’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
Q1 		$581K Sell
2,076
-2,037
-50% -$549K 0.25% 99
2020
Q4 		$1.01M Buy
+4,113
New +$1.06M 0.46% 41

Other funds holding BIIB

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OneAscent Wealth Management's BIIB Position: Q1 2021 in Review

OneAscent Wealth Management reduced its Biogen (BIIB) stake by 50% in Q1 2021, selling an estimated $549K and leaving 2,076 shares worth $581K. The position accounts for 0.25% of the portfolio, ranked #99.

OneAscent Wealth Management first reported a position in BIIB in Q4 2020 and has held it in 2 quarters since. The position peaked at $1.01M in Q4 2020. 1,093 funds tracked by Wall St. Rank hold BIIB as of Q1 2021.

  • OneAscent Wealth Management held 2,076 shares of Biogen worth $581K as of Q1 2021.
  • OneAscent Wealth Management sold 2,037 Biogen shares in Q1 2021, an estimated $549K.
  • Biogen made up 0.25% of OneAscent Wealth Management's portfolio in Q1 2021, its #99 holding.
  • OneAscent Wealth Management first reported a position in Biogen in Q4 2020 and has held it in 2 quarters since.
  • OneAscent Wealth Management's Biogen position peaked at $1.01M in Q4 2020.
  • 1,093 funds tracked by Wall St. Rank held Biogen as of Q1 2021.

Based on OneAscent Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.