WAM
BIIB icon

Wealthspire Advisors (Maryland)’s Biogen BIIB Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$408K Sell
1,440
-645
-31% -$180K 0.01% 307
2020
Q2 		$558K Sell
2,085
-60
-3% -$18K 0.04% 236
2020
Q1 		$679K Sell
2,145
-142
-6% -$43.1K 0.06% 195
2019
Q4 		$679K Buy
2,287
+21
+0.9% +$5.83K 0.05% 226
2019
Q3 		$528K Buy
2,266
+44
+2% +$10.2K 0.04% 252
2019
Q2 		$520K Sell
2,222
-173
-7% -$39.9K 0.04% 248
2019
Q1 		$566K Sell
2,395
-19
-0.8% -$5.98K 0.04% 234
2018
Q4 		$726K Buy
2,414
+52
+2% +$16.6K 0.06% 160
2018
Q3 		$835K Buy
2,362
+110
+5% +$37.9K 0.07% 167
2018
Q2 		$654K Sell
2,252
-158
-7% -$44.4K 0.06% 187
2018
Q1 		$660K Sell
2,410
-224
-9% -$69.5K 0.06% 197
2017
Q4 		$839K Buy
2,634
+177
+7% +$56.8K 0.08% 158
2017
Q3 		$769K Buy
2,457
+87
+4% +$25.8K 0.08% 157
2017
Q2 		$643K Buy
2,370
+68
+3% +$18K 0.08% 181
2017
Q1 		$629K Sell
2,302
-49
-2% -$13.9K 0.09% 148
2016
Q4 		$667K Buy
2,351
+36
+2% +$10.7K 0.1% 135
2016
Q3 		$725K Sell
2,315
-5
-0.2% -$1.48K 0.11% 126
2016
Q2 		$561K Buy
2,320
+163
+8% +$43K 0.09% 146
2016
Q1 		$562K Buy
2,157
+642
+42% +$170K 0.1% 139
2015
Q4 		$464K Buy
+1,515
New +$435K 0.09% 164

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BIIB Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Biogen (BIIB) stake by 31% in Q3 2020, selling an estimated $180K and leaving 1,440 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #307.

Wealthspire Advisors (Maryland) first reported a position in BIIB in Q4 2015 and has held it in 20 quarters since. The position peaked at $839K in Q4 2017. 1,051 funds tracked by Wall St. Rank hold BIIB as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 1,440 shares of Biogen worth $408K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 645 Biogen shares in Q3 2020, an estimated $180K.
  • Biogen made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #307 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Biogen in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Biogen position peaked at $839K in Q4 2017.
  • 1,051 funds tracked by Wall St. Rank held Biogen as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.