AWA
BMY.RT

Arkadios Wealth Advisors’s Bristol-Myers Squibb Company Contingent Value Rights BMY.RT Stock Holding History

Arkadios Wealth Advisors’s Portfolio BMY.RT Stock Details BMY.RT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,115
Closed – – 1794
2020
Q4 		$0 Buy
1,115
+345
+45% +$735 ﹤0.01% 1518
2020
Q3 		$2.42K Hold
770
– – ﹤0.01% 926
2020
Q2 		$2.46K Sell
770
-382
-33% -$1.38K ﹤0.01% 861
2020
Q1 		$4.38K Buy
+1,152
New +$3.79K ﹤0.01% 811

Other funds holding BMY.RT

JCI
Jet Capital Investors New York $51M AUM 48.01% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Arkadios Wealth Advisors's BMY.RT Position: Q1 2021 in Review

Arkadios Wealth Advisors sold out of Bristol-Myers Squibb Company Contingent Value Rights (BMY.RT) in Q1 2021, closing a stake of 1,115 shares.

Arkadios Wealth Advisors first reported a position in BMY.RT in Q1 2020 and held it in 4 quarters. The position peaked at $4.38K in Q1 2020. 12 funds tracked by Wall St. Rank hold BMY.RT as of Q1 2021.

  • Arkadios Wealth Advisors reported no remaining Bristol-Myers Squibb Company Contingent Value Rights position as of Q1 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,115 Bristol-Myers Squibb Company Contingent Value Rights shares in Q1 2021.
  • Arkadios Wealth Advisors first reported a position in Bristol-Myers Squibb Company Contingent Value Rights in Q1 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Bristol-Myers Squibb Company Contingent Value Rights position peaked at $4.38K in Q1 2020.
  • 12 funds tracked by Wall St. Rank held Bristol-Myers Squibb Company Contingent Value Rights as of Q1 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.