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Triad Financial Advisors’s Biogen BIIB Stock Holding History

Triad Financial 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
Q1 		– Sell
-1,040
Closed -$288K – 102
2022
Q4 		$288K Buy
1,040
+5
+0.5% +$1.41K 0.13% 83
2022
Q3 		$276K Buy
1,035
+10
+1% +$2.12K 0.15% 80
2022
Q2 		$209K Buy
1,025
+8
+0.8% +$1.64K 0.12% 100
2022
Q1 		$214K Sell
1,017
-183
-15% -$39.8K 0.11% 102
2021
Q4 		$288K Buy
+1,200
New +$309K 0.17% 94

Other funds holding BIIB

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
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
State Street
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Triad Financial Advisors's BIIB Position: Q1 2023 in Review

Triad Financial Advisors sold out of Biogen (BIIB) in Q1 2023, closing a stake of 1,040 shares — an estimated $288K sold.

Triad Financial Advisors first reported a position in BIIB in Q4 2021 and held it in 5 quarters. The position peaked at $288K in Q4 2021. 1,001 funds tracked by Wall St. Rank hold BIIB as of Q1 2023.

  • Triad Financial Advisors reported no remaining Biogen position as of Q1 2023 after selling out during the quarter.
  • Triad Financial Advisors sold 1,040 Biogen shares in Q1 2023, an estimated $288K.
  • Triad Financial Advisors first reported a position in Biogen in Q4 2021 and held it in 5 quarters.
  • Triad Financial Advisors's Biogen position peaked at $288K in Q4 2021.
  • 1,001 funds tracked by Wall St. Rank held Biogen as of Q1 2023.

Based on Triad Financial Advisors's 13F filing for Q1 2023, filed 5 May 2023.