Williams Jones Wealth Management’s Biogen BIIB Stock Holding History

Williams Jones 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
2024 Q1	–	Sell	-1,247	Closed	-$323K	–	553
2023 Q4	$323K	Sell	1,247 -29	-2%	-$7.12K	﹤0.01%	410
2023 Q3	$328K	Sell	1,276 -105	-8%	-$28.1K	0.01%	404
2023 Q2	$393K	Hold	1,381	–	–	0.01%	383
2023 Q1	$384K	Sell	1,381 -29	-2%	-$8.02K	0.01%	411
2022 Q4	$390K	Hold	1,410	–	–	0.01%	403
2022 Q3	$377K	Buy	1,410 +52	+4%	+$11K	0.01%	407
2022 Q2	$277K	Buy	1,358 +255	+23%	+$52.1K	﹤0.01%	470
2022 Q1	$232K	Buy	1,103 +6	+0.5%	+$1.3K	﹤0.01%	458
2021 Q4	$263K	Sell	1,097 -25	-2%	-$6.43K	﹤0.01%	416
2021 Q3	$318K	Sell	1,122 -64	-5%	-$21K	﹤0.01%	389
2021 Q2	$411K	Sell	1,186 -5	-0.4%	-$1.51K	0.01%	348
2021 Q1	$333K	Hold	1,191	–	–	0.01%	368
2020 Q4	$292K	Sell	1,191 -220	-16%	-$56.8K	﹤0.01%	373
2020 Q3	$400K	Hold	1,411	–	–	0.01%	293
2020 Q2	$378K	Hold	1,411	–	–	0.01%	288
2020 Q1	$446K	Hold	1,411	–	–	0.01%	240
2019 Q4	$419K	Hold	1,411	–	–	0.01%	306
2019 Q3	$329K	Buy	+1,411	New	+$329K	0.01%	323

Other funds holding BIIB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Williams Jones Wealth Management's BIIB Position: Q1 2024 in Review

Williams Jones Wealth Management sold out of Biogen (BIIB) in Q1 2024, closing a stake of 1,247 shares — an estimated $323K sold.

Williams Jones Wealth Management first reported a position in BIIB in Q3 2019 and held it in 18 quarters. The position peaked at $446K in Q1 2020. 955 funds tracked by Wall St. Rank hold BIIB as of Q1 2024.

Williams Jones Wealth Management reported no remaining Biogen position as of Q1 2024 after selling out during the quarter.
Williams Jones Wealth Management sold 1,247 Biogen shares in Q1 2024, an estimated $323K.
Williams Jones Wealth Management first reported a position in Biogen in Q3 2019 and held it in 18 quarters.
Williams Jones Wealth Management's Biogen position peaked at $446K in Q1 2020.
955 funds tracked by Wall St. Rank held Biogen as of Q1 2024.

Based on Williams Jones Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.