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

Alterna 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
2020 Q2	–	Sell	-3,636	Closed	-$203K	–	98
2020 Q1	$203K	Sell	3,636 -1,664	-31%	-$102K	0.29%	58
2019 Q4	$340K	Buy	+5,300	New	+$304K	0.38%	57
2019 Q1	–	Sell	-15,780	Closed	-$879K	–	137
2018 Q4	$879K	Buy	+15,780	New	+$848K	0.14%	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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

Alterna Wealth Management's BMY Position: Q2 2020 in Review

Alterna Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q2 2020, closing a stake of 3,636 shares — an estimated $203K sold.

Alterna Wealth Management first reported a position in BMY in Q4 2018 and held it in 3 quarters. The position peaked at $879K in Q4 2018. 2,189 funds tracked by Wall St. Rank hold BMY as of Q2 2020.

Alterna Wealth Management reported no remaining Bristol-Myers Squibb position as of Q2 2020 after selling out during the quarter.
Alterna Wealth Management sold 3,636 Bristol-Myers Squibb shares in Q2 2020, an estimated $203K.
Alterna Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2018 and held it in 3 quarters.
Alterna Wealth Management's Bristol-Myers Squibb position peaked at $879K in Q4 2018.
2,189 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2020.

Based on Alterna Wealth Management's 13F filing for Q2 2020, filed 27 Jul 2020.