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WealthPLAN Partners’s Biogen BIIB Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-77
Closed -$21.9K – 392
2023
Q2 		$21.9K Hold
77
– – ﹤0.01% 661
2023
Q1 		$21.4K Buy
+77
New +$21.3K ﹤0.01% 715
2016
Q3 		$16.8K Sell
54
-129
-70% -$38.2K 0.01% 514
2016
Q2 		$28.8K Buy
+183
New +$48.2K ﹤0.01% 1189
2015
Q4 		$29.7K Buy
+183
New +$52.6K ﹤0.01% 767

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Wellington Management Group
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JP Morgan Chase
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthPLAN Partners's BIIB Position: Q3 2023 in Review

WealthPLAN Partners sold out of Biogen (BIIB) in Q3 2023, closing a stake of 77 shares — an estimated $21.9K sold.

WealthPLAN Partners first reported a position in BIIB in Q4 2015 and held it in 5 quarters. The position peaked at $29.7K in Q4 2015. 965 funds tracked by Wall St. Rank hold BIIB as of Q3 2023.

  • WealthPLAN Partners reported no remaining Biogen position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 77 Biogen shares in Q3 2023, an estimated $21.9K.
  • WealthPLAN Partners first reported a position in Biogen in Q4 2015 and held it in 5 quarters.
  • WealthPLAN Partners's Biogen position peaked at $29.7K in Q4 2015.
  • 965 funds tracked by Wall St. Rank held Biogen as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.