SOA Wealth Advisors’s Biogen BIIB Stock Holding History

SOA 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
2025 Q2	–	Sell	-6	Closed	-$821	–	885
2025 Q1	$821	Hold	6	–	–	﹤0.01%	756
2024 Q4	$918	Sell	6 -6	-50%	-$1.01K	﹤0.01%	735
2024 Q3	$2.33K	Sell	12 -3	-20%	-$628	﹤0.01%	658
2024 Q2	$3.48K	Sell	15 -1	-6%	-$217	﹤0.01%	635
2024 Q1	$3.45K	Hold	16	–	–	﹤0.01%	650
2023 Q4	$4.14K	Hold	16	–	–	﹤0.01%	620
2023 Q3	$4.11K	Hold	16	–	–	﹤0.01%	645
2023 Q2	$4.56K	Hold	16	–	–	﹤0.01%	632
2023 Q1	$4.45K	Hold	16	–	–	﹤0.01%	637
2022 Q4	$4.43K	Sell	16 -1	-6%	-$282	﹤0.01%	641
2022 Q3	$4K	Sell	17 -1	-6%	-$212	﹤0.01%	620
2022 Q2	$3K	Sell	18 -49	-73%	-$10K	﹤0.01%	633
2022 Q1	$14K	Hold	67	–	–	﹤0.01%	517
2021 Q4	$16K	Hold	67	–	–	﹤0.01%	482
2021 Q3	$18K	Hold	67	–	–	﹤0.01%	474
2021 Q2	$23K	Buy	67 +39	+139%	+$11.8K	0.01%	429
2021 Q1	$7K	Sell	28 -3	-10%	-$809	﹤0.01%	570
2020 Q4	$8K	Buy	+31	New	+$8K	﹤0.01%	544

Other funds holding BIIB

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

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

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return