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Asset Planning Corporation’s Bristol-Myers Squibb BMY Stock Holding History

Asset Planning Corporation’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
Q1 		– Sell
-1,661
Closed -$103K – 38
2020
Q4 		$103K Buy
+1,661
New +$102K 0.1% 41

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Asset Planning Corporation's BMY Position: Q1 2021 in Review

Asset Planning Corporation sold out of Bristol-Myers Squibb (BMY) in Q1 2021, closing a stake of 1,661 shares — an estimated $103K sold.

Asset Planning Corporation first reported a position in BMY in Q4 2020 and held it in 1 quarter. The position peaked at $103K in Q4 2020. 2,368 funds tracked by Wall St. Rank hold BMY as of Q1 2021.

  • Asset Planning Corporation reported no remaining Bristol-Myers Squibb position as of Q1 2021 after selling out during the quarter.
  • Asset Planning Corporation sold 1,661 Bristol-Myers Squibb shares in Q1 2021, an estimated $103K.
  • Asset Planning Corporation first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 1 quarter.
  • Asset Planning Corporation's Bristol-Myers Squibb position peaked at $103K in Q4 2020.
  • 2,368 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2021.

Based on Asset Planning Corporation's 13F filing for Q1 2021, filed 17 May 2021.