Advanced Research Investment Solutions’s Bristol-Myers Squibb BMY Stock Holding History

Advanced Research Investment Solutions’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
2022 Q4	–	Sell	-186	Closed	-$13K	–	39
2022 Q3	$13K	Hold	186	–	–	0.01%	117
2022 Q2	$14K	Hold	186	–	–	0.01%	74
2022 Q1	$14K	Buy	+186	New	+$12.5K	0.01%	115
2021 Q4	–	Sell	-46	Closed	-$2.74K	–	196
2021 Q3	$2.74K	Hold	46	–	–	﹤0.01%	129
2021 Q2	$3K	Hold	46	–	–	﹤0.01%	66
2021 Q1	$3K	Hold	46	–	–	﹤0.01%	60
2020 Q4	$3K	Buy	+46	New	+$2.83K	﹤0.01%	55

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Advanced Research Investment Solutions's BMY Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of Bristol-Myers Squibb (BMY) in Q4 2022, closing a stake of 186 shares — an estimated $13K sold.

Advanced Research Investment Solutions first reported a position in BMY in Q4 2020 and held it in 7 quarters. The position peaked at $14K in Q2 2022. 2,600 funds tracked by Wall St. Rank hold BMY as of Q4 2022.

Advanced Research Investment Solutions reported no remaining Bristol-Myers Squibb position as of Q4 2022 after selling out during the quarter.
Advanced Research Investment Solutions sold 186 Bristol-Myers Squibb shares in Q4 2022, an estimated $13K.
Advanced Research Investment Solutions first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 7 quarters.
Advanced Research Investment Solutions's Bristol-Myers Squibb position peaked at $14K in Q2 2022.
2,600 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.