CA
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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
2023
Q2 		– Sell
-2,600
Closed -$546 – 1667
2023
Q1 		$546 Hold
2,600
– – ﹤0.01% 1649
2022
Q4 		$7.33K Buy
+2,600
New +$196K ﹤0.01% 1593
2022
Q3 		– Sell
-9,300
Closed -$39K – 1361
2022
Q2 		$39K Buy
+9,300
New +$708K ﹤0.01% 1332
2018
Q1 		– Sell
-2,000
Closed -$1K – 789
2017
Q4 		$1K Buy
+2,000
New +$125K ﹤0.01% 778
2016
Q4 		– Sell
-600
Closed -$2K – 736
2016
Q3 		$2K Sell
600
-1,200
-67% -$77.1K ﹤0.01% 768
2016
Q2 		$3K Buy
+1,800
New +$127K ﹤0.01% 774

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return