Better Money Decisions’s Bristol-Myers Squibb BMY Stock Holding History

Better Money Decisions’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
2021 Q4	–	Sell	-150	Closed	-$9K	–	131
2021 Q3	$9K	Sell	150 -141	-48%	-$9.29K	0.01%	409
2021 Q2	$19K	Buy	+291	New	+$19K	0.02%	274

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Better Money Decisions's BMY Position: Q4 2021 in Review

Better Money Decisions sold out of Bristol-Myers Squibb (BMY) in Q4 2021, closing a stake of 150 shares — an estimated $9K sold.

Better Money Decisions first reported a position in BMY in Q2 2021 and held it in 2 quarters. The position peaked at $19K in Q2 2021. 2,444 funds tracked by Wall St. Rank hold BMY as of Q4 2021.

Better Money Decisions reported no remaining Bristol-Myers Squibb position as of Q4 2021 after selling out during the quarter.
Better Money Decisions sold 150 Bristol-Myers Squibb shares in Q4 2021, an estimated $9K.
Better Money Decisions first reported a position in Bristol-Myers Squibb in Q2 2021 and held it in 2 quarters.
Better Money Decisions's Bristol-Myers Squibb position peaked at $19K in Q2 2021.
2,444 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2021.

Based on Better Money Decisions's 13F filing for Q4 2021, filed 14 Feb 2022.