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Xcel Wealth Management’s Biogen BIIB Stock Holding History

Xcel 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
2021
Q3 		– Sell
-3,460
Closed -$1.2M – 136
2021
Q2 		$1.2M Sell
3,460
-1,235
-26% -$374K 0.36% 60
2021
Q1 		$1.31M Buy
+4,695
New +$1.27M 0.47% 51

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Xcel Wealth Management's BIIB Position: Q3 2021 in Review

Xcel Wealth Management sold out of Biogen (BIIB) in Q3 2021, closing a stake of 3,460 shares — an estimated $1.2M sold.

Xcel Wealth Management first reported a position in BIIB in Q1 2021 and held it in 2 quarters. The position peaked at $1.31M in Q1 2021. 1,040 funds tracked by Wall St. Rank hold BIIB as of Q3 2021.

  • Xcel Wealth Management reported no remaining Biogen position as of Q3 2021 after selling out during the quarter.
  • Xcel Wealth Management sold 3,460 Biogen shares in Q3 2021, an estimated $1.2M.
  • Xcel Wealth Management first reported a position in Biogen in Q1 2021 and held it in 2 quarters.
  • Xcel Wealth Management's Biogen position peaked at $1.31M in Q1 2021.
  • 1,040 funds tracked by Wall St. Rank held Biogen as of Q3 2021.

Based on Xcel Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.