Cascadia Advisory Services’s Bristol-Myers Squibb BMY Stock Holding History

Cascadia Advisory Services’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
2019 Q4	$328K	Buy	+5,116	New	+$293K	0.09%	165

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Cascadia Advisory Services's BMY Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in Bristol-Myers Squibb (BMY) in Q4 2019: 5,116 shares worth $328K. The stake represents 0.09% of the portfolio and ranks #165 among its holdings.

2,218 funds tracked by Wall St. Rank hold BMY as of Q4 2019.

Cascadia Advisory Services held 5,116 shares of Bristol-Myers Squibb worth $328K as of Q4 2019.
Bristol-Myers Squibb was a new Cascadia Advisory Services position in Q4 2019.
Bristol-Myers Squibb made up 0.09% of Cascadia Advisory Services's portfolio in Q4 2019, its #165 holding.
2,218 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.