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Clarus Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Clarus Wealth 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
2019
Q4 		– Sell
-11,052
Closed -$560K – 144
2019
Q3 		$560K Buy
+11,052
New +$519K 0.41% 57

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clarus Wealth Advisors's BMY Position: Q4 2019 in Review

Clarus Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2019, closing a stake of 11,052 shares — an estimated $560K sold.

Clarus Wealth Advisors first reported a position in BMY in Q3 2019 and held it in 1 quarter. The position peaked at $560K in Q3 2019. 2,218 funds tracked by Wall St. Rank hold BMY as of Q4 2019.

  • Clarus Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 11,052 Bristol-Myers Squibb shares in Q4 2019, an estimated $560K.
  • Clarus Wealth Advisors first reported a position in Bristol-Myers Squibb in Q3 2019 and held it in 1 quarter.
  • Clarus Wealth Advisors's Bristol-Myers Squibb position peaked at $560K in Q3 2019.
  • 2,218 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2019.

Based on Clarus Wealth Advisors's 13F filing for Q4 2019, filed 10 Jan 2020.