Cetera Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Cetera 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
2017 Q4	–	Sell	-1,000	Closed	-$1K	–	784
2017 Q3	$1K	Buy	+1,000	New	+$58.4K	﹤0.01%	830
2016 Q4	–	Sell	-1,000	Closed	-$1K	–	735
2016 Q3	$1K	Buy	+1,000	New	+$64.2K	﹤0.01%	770

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 Advisors's BMY Position: Q1 2024 in Review

Cetera Advisors increased its Bristol-Myers Squibb (BMY) stake by 122% in Q1 2024, buying an estimated $7.58M and bringing the position to 270,340 shares worth $14.7M. The position accounts for 0.12% of the portfolio, ranked #164.

Cetera Advisors first reported a position in BMY in Q2 2013 and has held it in 44 quarters since. 2,331 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

Cetera Advisors held 270,340 shares of Bristol-Myers Squibb worth $14.7M as of Q1 2024.
Cetera Advisors bought 148,729 Bristol-Myers Squibb shares in Q1 2024, an estimated $7.58M.
Bristol-Myers Squibb made up 0.12% of Cetera Advisors's portfolio in Q1 2024, its #164 holding.
Cetera Advisors first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 44 quarters since.
2,331 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

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