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 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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 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. 2,338 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.
2,338 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.