Summit Wealth Group’s Biogen BIIB Stock Holding History

Summit Wealth Group’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
2021 Q3	–	Sell	-5	Closed	-$2K	–	61
2021 Q2	$2K	Hold	5	–	–	﹤0.01%	156
2021 Q1	$1K	Buy	+5	New	+$1.35K	﹤0.01%	157

Other funds holding BIIB

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Wealth Group's BIIB Position: Q3 2021 in Review

Summit Wealth Group sold out of Biogen (BIIB) in Q3 2021, closing a stake of 5 shares — an estimated $2K sold.

Summit Wealth Group first reported a position in BIIB in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 1,039 funds tracked by Wall St. Rank hold BIIB as of Q3 2021.

Summit Wealth Group reported no remaining Biogen position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 5 Biogen shares in Q3 2021, an estimated $2K.
Summit Wealth Group first reported a position in Biogen in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Biogen position peaked at $2K in Q2 2021.
1,039 funds tracked by Wall St. Rank held Biogen as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.