Aveo Capital Partners’s Bristol-Myers Squibb BMY Stock Holding History

Aveo Capital Partners’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 Q2	–	Sell	-3,052	Closed	-$212K	–	339
2023 Q1	$212K	Sell	3,052 -35	-1%	-$2.47K	0.03%	318
2022 Q4	$222K	Sell	3,087 -349	-10%	-$26.3K	0.03%	301
2022 Q3	$244K	Sell	3,436 -330	-9%	-$23.9K	0.04%	242
2022 Q2	$290K	Sell	3,766 -21	-0.6%	-$1.6K	0.05%	225
2022 Q1	$277K	Buy	3,787 +2	+0.1%	+$134	0.05%	224
2021 Q4	$236K	Sell	3,785 -477	-11%	-$28K	0.04%	252
2021 Q3	$252K	Sell	4,262 -725	-15%	-$47.7K	0.05%	225
2021 Q2	$333K	Buy	4,987 +766	+18%	+$49.9K	0.07%	201
2021 Q1	$266K	Buy	+4,221	New	+$263K	0.07%	206
2017 Q1	–	Sell	-5,181	Closed	-$303K	–	141
2016 Q4	$303K	Buy	+5,181	New	+$283K	0.09%	147

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Aveo Capital Partners's BMY Position: Q2 2023 in Review

Aveo Capital Partners sold out of Bristol-Myers Squibb (BMY) in Q2 2023, closing a stake of 3,052 shares — an estimated $212K sold.

Aveo Capital Partners first reported a position in BMY in Q4 2016 and held it in 10 quarters. The position peaked at $333K in Q2 2021. 2,483 funds tracked by Wall St. Rank hold BMY as of Q2 2023.

Aveo Capital Partners reported no remaining Bristol-Myers Squibb position as of Q2 2023 after selling out during the quarter.
Aveo Capital Partners sold 3,052 Bristol-Myers Squibb shares in Q2 2023, an estimated $212K.
Aveo Capital Partners first reported a position in Bristol-Myers Squibb in Q4 2016 and held it in 10 quarters.
Aveo Capital Partners's Bristol-Myers Squibb position peaked at $333K in Q2 2021.
2,483 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2023.

Based on Aveo Capital Partners's 13F filing for Q2 2023, filed 8 Aug 2023.