Cetera Advisor Networks’s Bristol-Myers Squibb BMY Stock Holding History

Cetera Advisor Networks’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 Q1	$11.8M	Buy	216,959 +6,772	+3%	+$345K	0.06%	340
2023 Q4	$10.8M	Sell	210,187 -26,837	-11%	-$1.41M	0.06%	329
2023 Q3	$13.8M	Buy	237,024 +346	+0.1%	+$21.2K	0.09%	235
2023 Q2	$15.1M	Buy	236,678 +127	+0.1%	+$8.52K	0.11%	199
2023 Q1	$16.4M	Buy	236,551 +8,423	+4%	+$594K	0.12%	195
2022 Q4	$16.4M	Buy	228,128 +30,702	+16%	+$2.31M	0.13%	183
2022 Q3	$14M	Buy	197,426 +49,277	+33%	+$3.57M	0.17%	136
2022 Q2	$11.4M	Buy	148,149 +11,490	+8%	+$875K	0.15%	161
2022 Q1	$9.98M	Sell	136,659 -1,631	-1%	-$110K	0.12%	181
2021 Q4	$8.62M	Sell	138,290 -2,574	-2%	-$151K	0.11%	205
2021 Q3	$8.34M	Buy	140,864 +12,081	+9%	+$796K	0.11%	192
2021 Q2	$8.61M	Buy	128,783 +57,749	+81%	+$3.77M	0.12%	174
2021 Q1	$4.48M	Sell	71,034 -6,209	-8%	-$386K	0.1%	212
2020 Q4	$4.79M	Sell	77,243 -10,315	-12%	-$634K	0.11%	183
2020 Q3	$5.28M	Buy	87,558 +981	+1%	+$59K	0.14%	156
2020 Q2	$5.09M	Buy	86,577 +591	+0.7%	+$35.3K	0.14%	158
2020 Q1	$4.79M	Sell	85,986 -3,681	-4%	-$225K	0.16%	143
2019 Q4	$5.75M	Buy	89,667 +3,455	+4%	+$198K	0.15%	137
2019 Q3	$4.36M	Buy	86,212 +25,627	+42%	+$1.2M	0.13%	157
2019 Q2	$2.76M	Buy	60,585 +4,308	+8%	+$201K	0.09%	215
2019 Q1	$2.7M	Sell	56,277 -7,104	-11%	-$354K	0.09%	211
2018 Q4	$3.29M	Sell	63,381 -4,246	-6%	-$228K	0.13%	152
2018 Q3	$4.2M	Buy	67,627 +13,830	+26%	+$821K	0.15%	134
2018 Q2	$2.99M	Sell	53,797 -1,440	-3%	-$77.8K	0.15%	120
2018 Q1	$3.5M	Sell	55,237 -5,106	-8%	-$328K	0.15%	141
2017 Q4	$3.69M	Sell	60,343 -2,022	-3%	-$126K	0.15%	146
2017 Q3	$3.97M	Sell	62,365 -3,414	-5%	-$199K	0.18%	126
2017 Q2	$3.68M	Sell	65,779 -261	-0.4%	-$14.2K	0.17%	128
2017 Q1	$3.58M	Sell	66,040 -15,480	-19%	-$849K	0.17%	125
2016 Q4	$4.78M	Sell	81,520 -32,343	-28%	-$1.77M	0.25%	90
2016 Q3	$6.14M	Buy	113,863 +47,595	+72%	+$3.06M	0.23%	101
2016 Q2	$4.87M	Sell	66,268 -3,819	-5%	-$270K	0.28%	84
2016 Q1	$4.47M	Buy	70,087 +280	+0.4%	+$17.7K	0.28%	81
2015 Q4	$4.81M	Buy	69,807 +3,582	+5%	+$237K	0.31%	73
2015 Q3	$3.92M	Buy	66,225 +2,036	+3%	+$129K	0.27%	84
2015 Q2	$4.14M	Hold	64,189	–	–	0.27%	80
2015 Q1	$4.14M	Buy	64,189 +8,257	+15%	+$517K	0.27%	79
2014 Q4	$3.31M	Sell	55,932 -7,675	-12%	-$433K	0.23%	96
2014 Q3	$3.25M	Buy	63,607 +4,281	+7%	+$214K	0.22%	95
2014 Q2	$2.88M	Buy	59,326 +14,529	+32%	+$716K	0.19%	122
2014 Q1	$2.33M	Sell	44,797 -938	-2%	-$49.9K	0.17%	143
2013 Q4	$2.43M	Buy	45,735 +2,280	+5%	+$116K	0.19%	123
2013 Q3	$2.01M	Buy	43,455 +4,578	+12%	+$201K	0.17%	122
2013 Q2	$1.73M	Buy	+38,877	New	+$1.69M	0.17%	126

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Cetera Advisor Networks's BMY Position: Q1 2024 in Review

Cetera Advisor Networks increased its Bristol-Myers Squibb (BMY) stake by 3.2% in Q1 2024, buying an estimated $345K and bringing the position to 216,959 shares worth $11.8M. The position accounts for 0.06% of the portfolio, ranked #340.

Cetera Advisor Networks first reported a position in BMY in Q2 2013 and has held it in 44 quarters since. The position peaked at $16.4M in Q4 2022. 2,332 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

Cetera Advisor Networks held 216,959 shares of Bristol-Myers Squibb worth $11.8M as of Q1 2024.
Cetera Advisor Networks bought 6,772 Bristol-Myers Squibb shares in Q1 2024, an estimated $345K.
Bristol-Myers Squibb made up 0.06% of Cetera Advisor Networks's portfolio in Q1 2024, its #340 holding.
Cetera Advisor Networks first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 44 quarters since.
Cetera Advisor Networks's Bristol-Myers Squibb position peaked at $16.4M in Q4 2022.
2,332 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.