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Arcadia Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Arcadia Investment 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
2021
Q3 		– Sell
-16
Closed -$1.07K – 128
2021
Q2 		$1.07K Buy
+16
New +$1.04K ﹤0.01% 167
2021
Q1 		– Sell
-717
Closed -$44.5K – 106
2020
Q4 		$44.5K Sell
717
-816
-53% -$50.2K 0.03% 48
2020
Q3 		$92.4K Buy
1,533
+133
+10% +$8.01K 0.06% 41
2020
Q2 		$82.3K Hold
1,400
– – 0.06% 40
2020
Q1 		$78K Hold
1,400
– – 0.06% 41
2019
Q4 		$89.9K Buy
+1,400
New +$80.2K 0.06% 31

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Arcadia Investment Advisors's BMY Position: Q3 2021 in Review

Arcadia Investment Advisors sold out of Bristol-Myers Squibb (BMY) in Q3 2021, closing a stake of 16 shares — an estimated $1.07K sold.

Arcadia Investment Advisors first reported a position in BMY in Q4 2019 and held it in 6 quarters. The position peaked at $92.4K in Q3 2020. 2,292 funds tracked by Wall St. Rank hold BMY as of Q3 2021.

  • Arcadia Investment Advisors reported no remaining Bristol-Myers Squibb position as of Q3 2021 after selling out during the quarter.
  • Arcadia Investment Advisors sold 16 Bristol-Myers Squibb shares in Q3 2021, an estimated $1.07K.
  • Arcadia Investment Advisors first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 6 quarters.
  • Arcadia Investment Advisors's Bristol-Myers Squibb position peaked at $92.4K in Q3 2020.
  • 2,292 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2021.

Based on Arcadia Investment Advisors's 13F filing for Q3 2021, filed 19 Dec 2024.