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Catalyst Private Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Catalyst Private Wealth’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
Q4 		– Sell
-171
Closed -$10K – 77
2020
Q3 		$10K Buy
+171
New +$10.3K 0.01% 209

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Catalyst Private Wealth's BMY Position: Q4 2020 in Review

Catalyst Private Wealth sold out of Bristol-Myers Squibb (BMY) in Q4 2020, closing a stake of 171 shares — an estimated $10K sold.

Catalyst Private Wealth first reported a position in BMY in Q3 2020 and held it in 1 quarter. The position peaked at $10K in Q3 2020. 2,361 funds tracked by Wall St. Rank hold BMY as of Q4 2020.

  • Catalyst Private Wealth reported no remaining Bristol-Myers Squibb position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 171 Bristol-Myers Squibb shares in Q4 2020, an estimated $10K.
  • Catalyst Private Wealth first reported a position in Bristol-Myers Squibb in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's Bristol-Myers Squibb position peaked at $10K in Q3 2020.
  • 2,361 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.