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Aletheian Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Aletheian Wealth Advisors’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
2023
Q3 		– Sell
-10,477
Closed -$670K – 77
2023
Q2 		$670K Buy
+10,477
New +$703K 0.46% 56

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Aletheian Wealth Advisors's BMY Position: Q3 2023 in Review

Aletheian Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q3 2023, closing a stake of 10,477 shares — an estimated $670K sold.

Aletheian Wealth Advisors first reported a position in BMY in Q2 2023 and held it in 1 quarter. The position peaked at $670K in Q2 2023. 2,388 funds tracked by Wall St. Rank hold BMY as of Q3 2023.

  • Aletheian Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q3 2023 after selling out during the quarter.
  • Aletheian Wealth Advisors sold 10,477 Bristol-Myers Squibb shares in Q3 2023, an estimated $670K.
  • Aletheian Wealth Advisors first reported a position in Bristol-Myers Squibb in Q2 2023 and held it in 1 quarter.
  • Aletheian Wealth Advisors's Bristol-Myers Squibb position peaked at $670K in Q2 2023.
  • 2,388 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2023.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2023, filed 5 Oct 2023.