Advocacy Wealth Management Services’s Bristol-Myers Squibb BMY Stock Holding History

Advocacy Wealth Management 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
2022 Q1	–	Sell	-299	Closed	-$19K	–	189
2021 Q4	$19K	Hold	299	–	–	﹤0.01%	96
2021 Q3	$18K	Sell	299 -900	-75%	-$59.3K	﹤0.01%	98
2021 Q2	$80K	Buy	1,199 +900	+301%	+$58.7K	0.01%	54
2021 Q1	$19K	Buy	299 +99	+50%	+$6.16K	﹤0.01%	98
2020 Q4	$12K	Hold	200	–	–	﹤0.01%	109
2020 Q3	$12K	Buy	+200	New	+$12K	﹤0.01%	102
2018 Q1	–	Sell	-300	Closed	-$18K	–	204
2017 Q4	$18K	Sell	300 -300	-50%	-$18.8K	0.01%	116
2017 Q3	$38K	Hold	600	–	–	0.02%	79
2017 Q2	$33K	Hold	600	–	–	0.01%	97
2017 Q1	$33K	Hold	600	–	–	0.01%	104
2016 Q4	$35K	Hold	600	–	–	0.01%	95
2016 Q3	$32K	Sell	600 -100	-14%	-$6.42K	0.01%	149
2016 Q2	$51K	Sell	700 -275	-28%	-$19.4K	0.03%	142
2016 Q1	$62K	Sell	975 -774	-44%	-$48.8K	0.04%	165
2015 Q4	$120K	Buy	+1,749	New	+$116K	0.14%	109
2013 Q3	$54K	Sell	1,175 -100	-8%	-$4.39K	0.15%	105
2013 Q2	$57K	Buy	+1,275	New	+$55.4K	0.23%	82

Other funds holding BMY

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Advocacy Wealth Management Services's BMY Position: Q1 2022 in Review

Advocacy Wealth Management Services sold out of Bristol-Myers Squibb (BMY) in Q1 2022, closing a stake of 299 shares — an estimated $19K sold.

Advocacy Wealth Management Services first reported a position in BMY in Q2 2013 and held it in 17 quarters. The position peaked at $120K in Q4 2015. 2,516 funds tracked by Wall St. Rank hold BMY as of Q1 2022.

Advocacy Wealth Management Services reported no remaining Bristol-Myers Squibb position as of Q1 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 299 Bristol-Myers Squibb shares in Q1 2022, an estimated $19K.
Advocacy Wealth Management Services first reported a position in Bristol-Myers Squibb in Q2 2013 and held it in 17 quarters.
Advocacy Wealth Management Services's Bristol-Myers Squibb position peaked at $120K in Q4 2015.
2,516 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2022, filed 4 Apr 2022.