WP
BIIB icon

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

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

WealthSource Partners's BIIB Position: Q2 2023 in Review

WealthSource Partners sold out of Biogen (BIIB) in Q2 2023, closing a stake of 894 shares — an estimated $249K sold.

WealthSource Partners first reported a position in BIIB in Q4 2017 and held it in 7 quarters. The position peaked at $267K in Q3 2018. 1,008 funds tracked by Wall St. Rank hold BIIB as of Q2 2023.

  • WealthSource Partners reported no remaining Biogen position as of Q2 2023 after selling out during the quarter.
  • WealthSource Partners sold 894 Biogen shares in Q2 2023, an estimated $249K.
  • WealthSource Partners first reported a position in Biogen in Q4 2017 and held it in 7 quarters.
  • WealthSource Partners's Biogen position peaked at $267K in Q3 2018.
  • 1,008 funds tracked by Wall St. Rank held Biogen as of Q2 2023.

Based on WealthSource Partners's 13F filing for Q2 2023, filed 15 Aug 2023.