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

Aevitas Wealth Management’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
2019 Q2	–	Sell	-203	Closed	-$9K	–	127
2019 Q1	$9K	Buy	203 +1	+0.5%	+$50	0.01%	308
2018 Q4	$10K	Sell	202 -98	-33%	-$5.26K	0.01%	296
2018 Q3	$19K	Buy	+300	New	+$17.8K	0.02%	292

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aevitas Wealth Management's BMY Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q2 2019, closing a stake of 203 shares — an estimated $9K sold.

Aevitas Wealth Management first reported a position in BMY in Q3 2018 and held it in 3 quarters. The position peaked at $19K in Q3 2018. 1,777 funds tracked by Wall St. Rank hold BMY as of Q2 2019.

Aevitas Wealth Management reported no remaining Bristol-Myers Squibb position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 203 Bristol-Myers Squibb shares in Q2 2019, an estimated $9K.
Aevitas Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2018 and held it in 3 quarters.
Aevitas Wealth Management's Bristol-Myers Squibb position peaked at $19K in Q3 2018.
1,777 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.