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WealthSource Partners’s Biogen BIIB Stock Holding History

WealthSource 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
Q2 		– Sell
-894
Closed -$249K – 498
2023
Q1 		$249K Sell
894
-15
-2% -$4.15K 0.02% 439
2022
Q4 		$252K Buy
909
+91
+11% +$25.7K 0.02% 425
2022
Q3 		$218K Buy
+818
New +$174K 0.02% 450
2019
Q1 		– Sell
-712
Closed -$214K – 350
2018
Q4 		$214K Sell
712
-45
-6% -$14.4K 0.06% 268
2018
Q3 		$267K Sell
757
-3
-0.4% -$1.03K 0.07% 238
2018
Q2 		$221K Buy
+760
New +$214K 0.06% 263
2018
Q1 		– Sell
-682
Closed -$217K – 284
2017
Q4 		$217K Buy
+682
New +$219K 0.07% 268

Other funds holding BIIB

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Vanguard Group
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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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return