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Avondale Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Avondale Wealth Management’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
2018
Q1 		– Sell
-90
Closed -$6K – 100
2017
Q4 		$6K Buy
+90
New +$5.63K 0.01% 110

Other funds holding BMY

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avondale Wealth Management's BMY Position: Q1 2018 in Review

Avondale Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q1 2018, closing a stake of 90 shares — an estimated $6K sold.

Avondale Wealth Management first reported a position in BMY in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 1,746 funds tracked by Wall St. Rank hold BMY as of Q1 2018.

  • Avondale Wealth Management reported no remaining Bristol-Myers Squibb position as of Q1 2018 after selling out during the quarter.
  • Avondale Wealth Management sold 90 Bristol-Myers Squibb shares in Q1 2018, an estimated $6K.
  • Avondale Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2017 and held it in 1 quarter.
  • Avondale Wealth Management's Bristol-Myers Squibb position peaked at $6K in Q4 2017.
  • 1,746 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2018.

Based on Avondale Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.