Ropes Wealth Advisors’s Biogen BIIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $531K | Sell |
2,068
-20
| -1% | -$5.35K | 0.1% | 153 |
|
|
2023
Q2 | $595K | Sell |
2,088
-135
| -6% | -$40.2K | 0.1% | 162 |
|
|
2023
Q1 | $618K | Buy |
2,223
+17
| +0.8% | +$4.7K | 0.11% | 157 |
|
|
2022
Q4 | $611K | Buy |
2,206
+3
| +0.1% | +$847 | 0.11% | 149 |
|
|
2022
Q3 | $588K | Sell |
2,203
-78
| -3% | -$16.6K | 0.12% | 140 |
|
|
2022
Q2 | $465K | Sell |
2,281
-579
| -20% | -$118K | 0.1% | 180 |
|
|
2022
Q1 | $602K | Sell |
2,860
-38
| -1% | -$8.26K | 0.1% | 178 |
|
|
2021
Q4 | $695K | Sell |
2,898
-17
| -0.6% | -$4.37K | 0.12% | 139 |
|
|
2021
Q3 | $825K | Buy |
2,915
+15
| +0.5% | +$4.92K | 0.13% | 135 |
|
|
2021
Q2 | $1M | Sell |
2,900
-1,326
| -31% | -$402K | 0.16% | 117 |
|
|
2021
Q1 | $1.18M | Buy |
4,226
+300
| +8% | +$80.9K | 0.21% | 101 |
|
|
2020
Q4 | $961K | Hold |
3,926
| – | – | 0.15% | 99 |
|
|
2020
Q3 | $1.11M | Sell |
3,926
-8
| -0.2% | -$2.23K | 0.22% | 80 |
|
|
2020
Q2 | $1.05M | Buy |
3,934
+8
| +0.2% | +$2.4K | 0.21% | 78 |
|
|
2020
Q1 | $1.24M | Hold |
3,926
| – | – | 0.31% | 62 |
|
|
2019
Q4 | $1.17M | Hold |
3,926
| – | – | 0.25% | 78 |
|
|
2019
Q3 | $914K | Hold |
3,926
| – | – | 0.19% | 102 |
|
|
2019
Q2 | $918K | Hold |
3,926
| – | – | 0.19% | 96 |
|
|
2019
Q1 | $928K | Hold |
3,926
| – | – | 0.25% | 93 |
|
|
2018
Q4 | $1.18M | Hold |
3,926
| – | – | 0.34% | 69 |
|
|
2018
Q3 | $1.39M | Hold |
3,926
| – | – | 0.34% | 71 |
|
|
2018
Q2 | $1.14M | Hold |
3,926
| – | – | 0.31% | 81 |
|
|
2018
Q1 | $1.07M | Hold |
3,926
| – | – | 0.29% | 79 |
|
|
2017
Q4 | $1.25M | Hold |
3,926
| – | – | 0.33% | 72 |
|
|
2017
Q3 | $1.23M | Hold |
3,926
| – | – | 0.33% | 69 |
|
|
2017
Q2 | $1.06M | Sell |
3,926
-222
| -5% | -$58.7K | 0.3% | 74 |
|
|
2017
Q1 | $1.13M | Hold |
4,148
| – | – | 0.33% | 71 |
|
|
2016
Q4 | $1.18M | Hold |
4,148
| – | – | 0.37% | 61 |
|
|
2016
Q3 | $1.3M | Sell |
4,148
-1,617
| -28% | -$479K | 0.44% | 55 |
|
|
2016
Q2 | $1.39M | Buy |
5,765
+10
| +0.2% | +$2.63K | 0.49% | 48 |
|
|
2016
Q1 | $1.5M | Sell |
5,755
-28
| -0.5% | -$7.4K | 0.66% | 41 |
|
|
2015
Q4 | $1.77M | Buy |
5,783
+2,305
| +66% | +$662K | 0.78% | 34 |
|
|
2015
Q3 | $1.01M | Buy |
3,478
+28
| +0.8% | +$9.25K | 0.53% | 42 |
|
|
2015
Q2 | $1.39M | Hold |
3,450
| – | – | 0.76% | 33 |
|
|
2015
Q1 | $1.46M | Buy |
+3,450
| New | +$1.36M | 0.76% | 33 |
|
Other funds holding BIIB
Ropes Wealth Advisors's BIIB Position: Q3 2023 in Review
Ropes Wealth Advisors reduced its Biogen (BIIB) stake by 0.96% in Q3 2023, selling an estimated $5.35K and leaving 2,068 shares worth $531K. The position accounts for 0.1% of the portfolio, ranked #153.
Ropes Wealth Advisors first reported a position in BIIB in Q1 2015 and has held it in 35 quarters since. The position peaked at $1.77M in Q4 2015. 965 funds tracked by Wall St. Rank hold BIIB as of Q3 2023.
- Ropes Wealth Advisors held 2,068 shares of Biogen worth $531K as of Q3 2023.
- Ropes Wealth Advisors sold 20 Biogen shares in Q3 2023, an estimated $5.35K.
- Biogen made up 0.1% of Ropes Wealth Advisors's portfolio in Q3 2023, its #153 holding.
- Ropes Wealth Advisors first reported a position in Biogen in Q1 2015 and has held it in 35 quarters since.
- Ropes Wealth Advisors's Biogen position peaked at $1.77M in Q4 2015.
- 965 funds tracked by Wall St. Rank held Biogen as of Q3 2023.
Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.