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Smith Salley Wealth Management’s Biogen BIIB Stock Holding History

Smith Salley 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
2019
Q1 		– Sell
-806
Closed -$243K – 174
2018
Q4 		$243K Sell
806
-16
-2% -$5.11K 0.04% 154
2018
Q3 		$290K Buy
+822
New +$283K 0.05% 157

Other funds holding BIIB

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Smith Salley Wealth Management's BIIB Position: Q1 2019 in Review

Smith Salley Wealth Management sold out of Biogen (BIIB) in Q1 2019, closing a stake of 806 shares — an estimated $243K sold.

Smith Salley Wealth Management first reported a position in BIIB in Q3 2018 and held it in 2 quarters. The position peaked at $290K in Q3 2018. 1,084 funds tracked by Wall St. Rank hold BIIB as of Q1 2019.

  • Smith Salley Wealth Management reported no remaining Biogen position as of Q1 2019 after selling out during the quarter.
  • Smith Salley Wealth Management sold 806 Biogen shares in Q1 2019, an estimated $243K.
  • Smith Salley Wealth Management first reported a position in Biogen in Q3 2018 and held it in 2 quarters.
  • Smith Salley Wealth Management's Biogen position peaked at $290K in Q3 2018.
  • 1,084 funds tracked by Wall St. Rank held Biogen as of Q1 2019.

Based on Smith Salley Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.