Acorn Financial Advisory Services’s Bristol-Myers Squibb BMY Stock Holding History

Acorn Financial Advisory Services’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
2021 Q3	–	Sell	-5,824	Closed	-$390K	–	218
2021 Q2	$390K	Buy	5,824 +100	+2%	+$6.52K	0.12%	165
2021 Q1	$358K	Buy	5,724 +1	+0%	+$62	0.13%	152
2020 Q4	$357K	Buy	5,723 +29	+0.5%	+$1.78K	0.14%	155
2020 Q3	$344K	Buy	5,694 +126	+2%	+$7.58K	0.18%	141
2020 Q2	$328K	Sell	5,568 -150	-3%	-$8.97K	0.23%	137
2020 Q1	$318K	Hold	5,718	–	–	0.31%	112
2019 Q4	$368K	Buy	+5,718	New	+$327K	0.31%	113

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Acorn Financial Advisory Services's BMY Position: Q3 2021 in Review

Acorn Financial Advisory Services sold out of Bristol-Myers Squibb (BMY) in Q3 2021, closing a stake of 5,824 shares — an estimated $390K sold.

Acorn Financial Advisory Services first reported a position in BMY in Q4 2019 and held it in 7 quarters. The position peaked at $390K in Q2 2021. 2,292 funds tracked by Wall St. Rank hold BMY as of Q3 2021.

Acorn Financial Advisory Services reported no remaining Bristol-Myers Squibb position as of Q3 2021 after selling out during the quarter.
Acorn Financial Advisory Services sold 5,824 Bristol-Myers Squibb shares in Q3 2021, an estimated $390K.
Acorn Financial Advisory Services first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 7 quarters.
Acorn Financial Advisory Services's Bristol-Myers Squibb position peaked at $390K in Q2 2021.
2,292 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2021.

Based on Acorn Financial Advisory Services's 13F filing for Q3 2021, filed 15 Nov 2021.