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Walled Lake Planning & Wealth Management’s Biogen BIIB Stock Holding History

Walled Lake Planning & Wealth Management’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
Q4 		– Sell
-236
Closed -$67K – 128
2021
Q3 		$67K Hold
236
– – 0.04% 143
2021
Q2 		$82K Buy
236
+195
+476% +$59.1K 0.05% 130
2021
Q1 		$11K Hold
41
– – 0.01% 230
2020
Q4 		$10K Buy
+41
New +$10.6K 0.01% 213

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Walled Lake Planning & Wealth Management's BIIB Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Biogen (BIIB) in Q4 2021, closing a stake of 236 shares — an estimated $67K sold.

Walled Lake Planning & Wealth Management first reported a position in BIIB in Q4 2020 and held it in 4 quarters. The position peaked at $82K in Q2 2021. 1,009 funds tracked by Wall St. Rank hold BIIB as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Biogen position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 236 Biogen shares in Q4 2021, an estimated $67K.
  • Walled Lake Planning & Wealth Management first reported a position in Biogen in Q4 2020 and held it in 4 quarters.
  • Walled Lake Planning & Wealth Management's Biogen position peaked at $82K in Q2 2021.
  • 1,009 funds tracked by Wall St. Rank held Biogen as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.