Blooom Inc’s Bristol-Myers Squibb BMY Stock Holding History

Blooom Inc’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 Q1	–	Sell	-5,682	Closed	-$287K	–	52
2020 Q4	$287K	Buy	+5,682	New	+$349K	0.23%	35

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Blooom Inc's BMY Position: Q1 2021 in Review

Blooom Inc sold out of Bristol-Myers Squibb (BMY) in Q1 2021, closing a stake of 5,682 shares — an estimated $287K sold.

Blooom Inc first reported a position in BMY in Q4 2020 and held it in 1 quarter. The position peaked at $287K in Q4 2020. 2,369 funds tracked by Wall St. Rank hold BMY as of Q1 2021.

Blooom Inc reported no remaining Bristol-Myers Squibb position as of Q1 2021 after selling out during the quarter.
Blooom Inc sold 5,682 Bristol-Myers Squibb shares in Q1 2021, an estimated $287K.
Blooom Inc first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 1 quarter.
Blooom Inc's Bristol-Myers Squibb position peaked at $287K in Q4 2020.
2,369 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2021.

Based on Blooom Inc's 13F filing for Q1 2021, filed 21 Oct 2021.