SFMG Wealth Advisors’s Biogen BIIB Stock Holding History

SFMG Wealth 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 Q3	–	Sell	-3,375	Closed	-$782K	–	276
2024 Q2	$782K	Buy	3,375 +34	+1%	+$7.39K	0.07%	104
2024 Q1	$720K	Buy	+3,341	New	+$782K	0.06%	110
2021 Q1	–	Sell	-1,965	Closed	-$481K	–	243
2020 Q4	$481K	Buy	1,965 +114	+6%	+$29.4K	0.06%	129
2020 Q3	$525K	Sell	1,851 -44	-2%	-$12.3K	0.07%	102
2020 Q2	$507K	Buy	+1,895	New	+$570K	0.07%	95

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SFMG Wealth Advisors's BIIB Position: Q3 2024 in Review

SFMG Wealth Advisors sold out of Biogen (BIIB) in Q3 2024, closing a stake of 3,375 shares — an estimated $782K sold.

SFMG Wealth Advisors first reported a position in BIIB in Q2 2020 and held it in 5 quarters. The position peaked at $782K in Q2 2024. 916 funds tracked by Wall St. Rank hold BIIB as of Q3 2024.

SFMG Wealth Advisors reported no remaining Biogen position as of Q3 2024 after selling out during the quarter.
SFMG Wealth Advisors sold 3,375 Biogen shares in Q3 2024, an estimated $782K.
SFMG Wealth Advisors first reported a position in Biogen in Q2 2020 and held it in 5 quarters.
SFMG Wealth Advisors's Biogen position peaked at $782K in Q2 2024.
916 funds tracked by Wall St. Rank held Biogen as of Q3 2024.

Based on SFMG Wealth Advisors's 13F filing for Q3 2024, filed 25 Nov 2024.