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Caliber Wealth Management (Utah)’s Bristol-Myers Squibb BMY Stock Holding History

Caliber Wealth Management (Utah)’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
2023
Q1 		– Sell
-6,122
Closed -$440K – 67
2022
Q4 		$440K Buy
+6,122
New +$462K 0.34% 61

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Caliber Wealth Management (Utah)'s BMY Position: Q1 2023 in Review

Caliber Wealth Management (Utah) sold out of Bristol-Myers Squibb (BMY) in Q1 2023, closing a stake of 6,122 shares — an estimated $440K sold.

Caliber Wealth Management (Utah) first reported a position in BMY in Q4 2022 and held it in 1 quarter. The position peaked at $440K in Q4 2022. 2,540 funds tracked by Wall St. Rank hold BMY as of Q1 2023.

  • Caliber Wealth Management (Utah) reported no remaining Bristol-Myers Squibb position as of Q1 2023 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 6,122 Bristol-Myers Squibb shares in Q1 2023, an estimated $440K.
  • Caliber Wealth Management (Utah) first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 1 quarter.
  • Caliber Wealth Management (Utah)'s Bristol-Myers Squibb position peaked at $440K in Q4 2022.
  • 2,540 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2023, filed 10 Apr 2023.