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Stratos Wealth Advisors’s Biogen BIIB Stock Holding History

Stratos 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
2023
Q4 		– Sell
-877
Closed -$225K – 690
2023
Q3 		$225K Buy
877
+146
+20% +$39K 0.01% 594
2023
Q2 		$208K Sell
731
-39
-5% -$11.6K 0.01% 594
2023
Q1 		$214K Sell
770
-138
-15% -$38.2K 0.02% 565
2022
Q4 		$251K Buy
+908
New +$256K 0.02% 501
2022
Q3 		– Sell
-1,229
Closed -$251K – 491
2022
Q2 		$251K Buy
1,229
+69
+6% +$14.1K 0.02% 456
2022
Q1 		$244K Sell
1,160
-989
-46% -$215K 0.02% 476
2021
Q4 		$516K Buy
2,149
+153
+8% +$39.3K 0.04% 388
2021
Q3 		$565K Buy
1,996
+172
+9% +$56.4K 0.05% 335
2021
Q2 		$632K Buy
1,824
+429
+31% +$130K 0.06% 319
2021
Q1 		$390K Buy
1,395
+90
+7% +$24.3K 0.04% 352
2020
Q4 		$320K Buy
1,305
+422
+48% +$109K 0.04% 309
2020
Q3 		$250K Sell
883
-551
-38% -$154K 0.06% 274
2020
Q2 		$384K Buy
+1,434
New +$431K 0.12% 172
2019
Q4 		– Sell
-1,495
Closed -$348K – 174
2019
Q3 		$348K Buy
1,495
+196
+15% +$45.6K 0.13% 168
2019
Q2 		$304K Buy
1,299
+300
+30% +$69.3K 0.12% 174
2019
Q1 		$236K Sell
999
-834
-45% -$263K 0.13% 185
2018
Q4 		$552K Buy
+1,833
New +$585K 0.37% 79

Other funds holding BIIB

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Stratos Wealth Advisors's BIIB Position: Q4 2023 in Review

Stratos Wealth Advisors sold out of Biogen (BIIB) in Q4 2023, closing a stake of 877 shares — an estimated $225K sold.

Stratos Wealth Advisors first reported a position in BIIB in Q4 2018 and held it in 17 quarters. The position peaked at $632K in Q2 2021. 1,003 funds tracked by Wall St. Rank hold BIIB as of Q4 2023.

  • Stratos Wealth Advisors reported no remaining Biogen position as of Q4 2023 after selling out during the quarter.
  • Stratos Wealth Advisors sold 877 Biogen shares in Q4 2023, an estimated $225K.
  • Stratos Wealth Advisors first reported a position in Biogen in Q4 2018 and held it in 17 quarters.
  • Stratos Wealth Advisors's Biogen position peaked at $632K in Q2 2021.
  • 1,003 funds tracked by Wall St. Rank held Biogen as of Q4 2023.

Based on Stratos Wealth Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.