Central Valley Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Central Valley Advisors’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
2024 Q2	–	Sell	-3,883	Closed	-$211K	–	147
2024 Q1	$211K	Sell	3,883 -24	-0.6%	-$1.22K	0.11%	146
2023 Q4	$200K	Buy	+3,907	New	+$205K	0.12%	142

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Central Valley Advisors's BMY Position: Q2 2024 in Review

Central Valley Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2024, closing a stake of 3,883 shares — an estimated $211K sold.

Central Valley Advisors first reported a position in BMY in Q4 2023 and held it in 2 quarters. The position peaked at $211K in Q1 2024. 2,152 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

Central Valley Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2024 after selling out during the quarter.
Central Valley Advisors sold 3,883 Bristol-Myers Squibb shares in Q2 2024, an estimated $211K.
Central Valley Advisors first reported a position in Bristol-Myers Squibb in Q4 2023 and held it in 2 quarters.
Central Valley Advisors's Bristol-Myers Squibb position peaked at $211K in Q1 2024.
2,152 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on Central Valley Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.