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Summit Financial Wealth Advisors’s Biogen BIIB Stock Holding History

Summit Financial 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
2018
Q4 		– Sell
-640
Closed -$210K – 127
2018
Q3 		$210K Buy
+640
New +$220K 0.06% 134

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Summit Financial Wealth Advisors's BIIB Position: Q4 2018 in Review

Summit Financial Wealth Advisors sold out of Biogen (BIIB) in Q4 2018, closing a stake of 640 shares — an estimated $210K sold.

Summit Financial Wealth Advisors first reported a position in BIIB in Q3 2018 and held it in 1 quarter. The position peaked at $210K in Q3 2018. 1,140 funds tracked by Wall St. Rank hold BIIB as of Q4 2018.

  • Summit Financial Wealth Advisors reported no remaining Biogen position as of Q4 2018 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 640 Biogen shares in Q4 2018, an estimated $210K.
  • Summit Financial Wealth Advisors first reported a position in Biogen in Q3 2018 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Biogen position peaked at $210K in Q3 2018.
  • 1,140 funds tracked by Wall St. Rank held Biogen as of Q4 2018.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.