Center For Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Center For Asset Management’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
2022 Q4	–	Sell	-4,789	Closed	-$340K	–	112
2022 Q3	$340K	Sell	4,789 -2,313	-33%	-$168K	0.34%	76
2022 Q2	$547K	Buy	7,102 +3,934	+124%	+$300K	0.51%	51
2022 Q1	$231K	Buy	+3,168	New	+$213K	0.18%	108

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Center For Asset Management's BMY Position: Q4 2022 in Review

Center For Asset Management sold out of Bristol-Myers Squibb (BMY) in Q4 2022, closing a stake of 4,789 shares — an estimated $340K sold.

Center For Asset Management first reported a position in BMY in Q1 2022 and held it in 3 quarters. The position peaked at $547K in Q2 2022. 2,601 funds tracked by Wall St. Rank hold BMY as of Q4 2022.

Center For Asset Management reported no remaining Bristol-Myers Squibb position as of Q4 2022 after selling out during the quarter.
Center For Asset Management sold 4,789 Bristol-Myers Squibb shares in Q4 2022, an estimated $340K.
Center For Asset Management first reported a position in Bristol-Myers Squibb in Q1 2022 and held it in 3 quarters.
Center For Asset Management's Bristol-Myers Squibb position peaked at $547K in Q2 2022.
2,601 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2022.

Based on Center For Asset Management's 13F filing for Q4 2022, filed 23 Jan 2023.