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Cahill Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Cahill Financial 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
2021
Q4 		– Sell
-2,341
Closed -$139K – 295
2021
Q3 		$139K Buy
+2,341
New +$154K 0.03% 245
2020
Q1 		– Sell
-3,125
Closed -$201K – 148
2019
Q4 		$201K Buy
+3,125
New +$179K 0.07% 158

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cahill Financial Advisors's BMY Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2021, closing a stake of 2,341 shares — an estimated $139K sold.

Cahill Financial Advisors first reported a position in BMY in Q4 2019 and held it in 2 quarters. The position peaked at $201K in Q4 2019. 2,444 funds tracked by Wall St. Rank hold BMY as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 2,341 Bristol-Myers Squibb shares in Q4 2021, an estimated $139K.
  • Cahill Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 2 quarters.
  • Cahill Financial Advisors's Bristol-Myers Squibb position peaked at $201K in Q4 2019.
  • 2,444 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.