BFA
BMY.RT

Beaumont Financial Advisors’s Bristol-Myers Squibb Company Contingent Value Rights BMY.RT Stock Holding History

Beaumont Financial Advisors’s Portfolio BMY.RT Stock Details BMY.RT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-14,603
Closed -$10K – 367
2020
Q4 		$10K Buy
14,603
+390
+3% +$831 ﹤0.01% 332
2020
Q3 		$32K Buy
+14,213
New +$40.6K ﹤0.01% 306

Other funds holding BMY.RT

JCI
Jet Capital Investors New York $51M AUM 48.01% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.61B AUM 22.15% 1-Year Est. Return
WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Beaumont Financial Advisors's BMY.RT Position: Q1 2021 in Review

Beaumont Financial Advisors sold out of Bristol-Myers Squibb Company Contingent Value Rights (BMY.RT) in Q1 2021, closing a stake of 14,603 shares — an estimated $10K sold.

Beaumont Financial Advisors first reported a position in BMY.RT in Q3 2020 and held it in 2 quarters. The position peaked at $32K in Q3 2020. 12 funds tracked by Wall St. Rank hold BMY.RT as of Q1 2021.

  • Beaumont Financial Advisors reported no remaining Bristol-Myers Squibb Company Contingent Value Rights position as of Q1 2021 after selling out during the quarter.
  • Beaumont Financial Advisors sold 14,603 Bristol-Myers Squibb Company Contingent Value Rights shares in Q1 2021, an estimated $10K.
  • Beaumont Financial Advisors first reported a position in Bristol-Myers Squibb Company Contingent Value Rights in Q3 2020 and held it in 2 quarters.
  • Beaumont Financial Advisors's Bristol-Myers Squibb Company Contingent Value Rights position peaked at $32K in Q3 2020.
  • 12 funds tracked by Wall St. Rank held Bristol-Myers Squibb Company Contingent Value Rights as of Q1 2021.

Based on Beaumont Financial Advisors's 13F filing for Q1 2021, filed 4 May 2021.