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Capstone Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Capstone Financial Group’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
2020
Q3 		– Sell
-332
Closed -$20K – 159
2020
Q2 		$20K Buy
+332
New +$19.9K 0.02% 150

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Capstone Financial Group's BMY Position: Q3 2020 in Review

Capstone Financial Group sold out of Bristol-Myers Squibb (BMY) in Q3 2020, closing a stake of 332 shares — an estimated $20K sold.

Capstone Financial Group first reported a position in BMY in Q2 2020 and held it in 1 quarter. The position peaked at $20K in Q2 2020. 2,214 funds tracked by Wall St. Rank hold BMY as of Q3 2020.

  • Capstone Financial Group reported no remaining Bristol-Myers Squibb position as of Q3 2020 after selling out during the quarter.
  • Capstone Financial Group sold 332 Bristol-Myers Squibb shares in Q3 2020, an estimated $20K.
  • Capstone Financial Group first reported a position in Bristol-Myers Squibb in Q2 2020 and held it in 1 quarter.
  • Capstone Financial Group's Bristol-Myers Squibb position peaked at $20K in Q2 2020.
  • 2,214 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.