Balboa Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

Balboa Wealth 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	-3,444	Closed	-$239K	–	305
2023 Q1	$239K	Buy	3,444 +637	+23%	+$44.9K	0.09%	195
2022 Q4	$202K	Buy	+2,807	New	+$212K	0.09%	210

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Balboa Wealth Partners's BMY Position: Q2 2023 in Review

Balboa Wealth Partners sold out of Bristol-Myers Squibb (BMY) in Q2 2023, closing a stake of 3,444 shares — an estimated $239K sold.

Balboa Wealth Partners first reported a position in BMY in Q4 2022 and held it in 2 quarters. The position peaked at $239K in Q1 2023. 2,480 funds tracked by Wall St. Rank hold BMY as of Q2 2023.

Balboa Wealth Partners reported no remaining Bristol-Myers Squibb position as of Q2 2023 after selling out during the quarter.
Balboa Wealth Partners sold 3,444 Bristol-Myers Squibb shares in Q2 2023, an estimated $239K.
Balboa Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 2 quarters.
Balboa Wealth Partners's Bristol-Myers Squibb position peaked at $239K in Q1 2023.
2,480 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2023.

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