CFFP
BMY.RT

Center for Financial Planning’s Bristol-Myers Squibb Company Contingent Value Rights BMY.RT Stock Holding History

Center for Financial Planning’s Portfolio BMY.RT Stock Details BMY.RT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-110
Closed – – 547
2020
Q4 		$0 Buy
110
+56
+104% +$119 ﹤0.01% 497
2020
Q3 		$0 Hold
54
– – ﹤0.01% 478
2020
Q2 		$0 Hold
54
– – ﹤0.01% 606
2020
Q1 		$0 Hold
54
– – ﹤0.01% 616
2019
Q4 		$0 Buy
+54
New +$140 ﹤0.01% 468

Other funds holding BMY.RT

JCI
Jet Capital Investors New York $51M AUM 48.01% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Center for Financial Planning's BMY.RT Position: Q1 2021 in Review

Center for Financial Planning sold out of Bristol-Myers Squibb Company Contingent Value Rights (BMY.RT) in Q1 2021, closing a stake of 110 shares.

Center for Financial Planning first reported a position in BMY.RT in Q4 2019 and held it in 5 quarters. The position peaked at $0 in Q4 2020. 12 funds tracked by Wall St. Rank hold BMY.RT as of Q1 2021.

  • Center for Financial Planning reported no remaining Bristol-Myers Squibb Company Contingent Value Rights position as of Q1 2021 after selling out during the quarter.
  • Center for Financial Planning sold 110 Bristol-Myers Squibb Company Contingent Value Rights shares in Q1 2021.
  • Center for Financial Planning first reported a position in Bristol-Myers Squibb Company Contingent Value Rights in Q4 2019 and held it in 5 quarters.
  • Center for Financial Planning's Bristol-Myers Squibb Company Contingent Value Rights position peaked at $0 in Q4 2020.
  • 12 funds tracked by Wall St. Rank held Bristol-Myers Squibb Company Contingent Value Rights as of Q1 2021.

Based on Center for Financial Planning's 13F filing for Q1 2021, filed 10 May 2021.