1776 Wealth’s Bristol-Myers Squibb BMY Stock Holding History

1776 Wealth’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-375	Closed	-$22K	–	133
2020 Q2	$22K	Buy	+375	New	+$22.4K	0.02%	249

Other funds holding BMY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

1776 Wealth's BMY Position: Q3 2020 in Review

1776 Wealth sold out of Bristol-Myers Squibb (BMY) in Q3 2020, closing a stake of 375 shares — an estimated $22K sold.

1776 Wealth first reported a position in BMY in Q2 2020 and held it in 1 quarter. The position peaked at $22K in Q2 2020. 2,214 funds tracked by Wall St. Rank hold BMY as of Q3 2020.

1776 Wealth reported no remaining Bristol-Myers Squibb position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 375 Bristol-Myers Squibb shares in Q3 2020, an estimated $22K.
1776 Wealth first reported a position in Bristol-Myers Squibb in Q2 2020 and held it in 1 quarter.
1776 Wealth's Bristol-Myers Squibb position peaked at $22K in Q2 2020.
2,214 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.