Beacon Pointe Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Beacon Pointe 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
2019 Q4	$649K	Buy	10,129 +661	+7%	+$37.9K	0.12%	139
2019 Q3	$479K	Buy	9,468 +70	+0.7%	+$3.29K	0.1%	161
2019 Q2	$429K	Sell	9,398 -656	-7%	-$30.6K	0.09%	174
2019 Q1	$479K	Sell	10,054 -420	-4%	-$20.9K	0.11%	158
2018 Q4	$544K	Buy	+10,474	New	+$563K	0.2%	122

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Beacon Pointe Wealth Advisors's BMY Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 7% in Q4 2019, buying an estimated $37.9K and bringing the position to 10,129 shares worth $649K. The position accounts for 0.12% of the portfolio, ranked #139.

Beacon Pointe Wealth Advisors first reported a position in BMY in Q4 2018 and has held it in 5 quarters since. 2,217 funds tracked by Wall St. Rank hold BMY as of Q4 2019.

Beacon Pointe Wealth Advisors held 10,129 shares of Bristol-Myers Squibb worth $649K as of Q4 2019.
Beacon Pointe Wealth Advisors bought 661 Bristol-Myers Squibb shares in Q4 2019, an estimated $37.9K.
Bristol-Myers Squibb made up 0.12% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #139 holding.
Beacon Pointe Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 5 quarters since.
2,217 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.