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

Atlas Private 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 Q4	–	Sell	-4,774	Closed	-$277K	–	165
2023 Q3	$277K	Sell	4,774 -1,336	-22%	-$81.9K	0.05%	150
2023 Q2	$391K	Buy	+6,110	New	+$410K	0.08%	125
2021 Q4	–	Sell	-1,308	Closed	-$77K	–	218
2021 Q3	$77K	Sell	1,308 -50	-4%	-$3.29K	0.04%	195
2021 Q2	$91K	Sell	1,358 -605	-31%	-$39.4K	0.05%	172
2021 Q1	$124K	Hold	1,963	–	–	0.07%	142
2020 Q4	$122K	Sell	1,963 -30	-2%	-$1.84K	0.08%	132
2020 Q3	$120K	Sell	1,993 -100	-5%	-$6.02K	0.1%	128
2020 Q2	$123K	Buy	+2,093	New	+$125K	0.11%	131

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Atlas Private Wealth Advisors's BMY Position: Q4 2023 in Review

Atlas Private Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2023, closing a stake of 4,774 shares — an estimated $277K sold.

Atlas Private Wealth Advisors first reported a position in BMY in Q2 2020 and held it in 8 quarters. The position peaked at $391K in Q2 2023. 2,363 funds tracked by Wall St. Rank hold BMY as of Q4 2023.

Atlas Private Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2023 after selling out during the quarter.
Atlas Private Wealth Advisors sold 4,774 Bristol-Myers Squibb shares in Q4 2023, an estimated $277K.
Atlas Private Wealth Advisors first reported a position in Bristol-Myers Squibb in Q2 2020 and held it in 8 quarters.
Atlas Private Wealth Advisors's Bristol-Myers Squibb position peaked at $391K in Q2 2023.
2,363 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2023.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.