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Clear Perspective Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Clear Perspective 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
2021
Q4 		$604K Sell
9,680
-1,846
-16% -$108K 0.18% 85
2021
Q3 		$682K Sell
11,526
-123
-1% -$8.1K 0.23% 72
2021
Q2 		$778K Buy
11,649
+690
+6% +$45K 0.27% 66
2021
Q1 		$692K Buy
10,959
+781
+8% +$48.6K 0.27% 71
2020
Q4 		$631K Buy
10,178
+982
+11% +$60.4K 0.26% 72
2020
Q3 		$1.63K Buy
9,196
+1,111
+14% +$66.9K 0.77% 27
2020
Q2 		$475K Buy
8,085
+2,622
+48% +$157K 0.26% 72
2020
Q1 		$305K Sell
5,463
-500
-8% -$30.6K 0.2% 83
2019
Q4 		$383K Sell
5,963
-512
-8% -$29.3K 0.24% 92
2019
Q3 		$328K Sell
6,475
-100
-2% -$4.7K 0.15% 104
2019
Q2 		$298K Sell
6,575
-500
-7% -$23.3K 0.19% 108
2019
Q1 		$326K Buy
7,075
+200
+3% +$9.96K 0.23% 102
2018
Q4 		$357K Buy
6,875
+100
+1% +$5.37K 0.3% 91
2018
Q3 		$421K Sell
6,775
-100
-1% -$5.93K 0.31% 95
2018
Q2 		$380K Buy
6,875
+50
+0.7% +$2.7K 0.27% 98
2018
Q1 		$432K Sell
6,825
-50
-0.7% -$3.22K 0.32% 83
2017
Q4 		$421K Sell
6,875
-875
-11% -$54.7K 0.32% 82
2017
Q3 		$494K Sell
7,750
-300
-4% -$17.5K 0.4% 69
2017
Q2 		$449K Sell
8,050
-50
-0.6% -$2.72K 0.38% 72
2017
Q1 		$440K Sell
8,100
-2,500
-24% -$137K 0.29% 74
2016
Q4 		$619K Buy
+10,600
New +$580K 0.41% 58

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clear Perspective Advisors's BMY Position: Q4 2021 in Review

Clear Perspective Advisors reduced its Bristol-Myers Squibb (BMY) stake by 16% in Q4 2021, selling an estimated $108K and leaving 9,680 shares worth $604K. The position accounts for 0.18% of the portfolio, ranked #85.

Clear Perspective Advisors first reported a position in BMY in Q4 2016 and has held it in 21 quarters since. The position peaked at $778K in Q2 2021. 2,445 funds tracked by Wall St. Rank hold BMY as of Q4 2021.

  • Clear Perspective Advisors held 9,680 shares of Bristol-Myers Squibb worth $604K as of Q4 2021.
  • Clear Perspective Advisors sold 1,846 Bristol-Myers Squibb shares in Q4 2021, an estimated $108K.
  • Bristol-Myers Squibb made up 0.18% of Clear Perspective Advisors's portfolio in Q4 2021, its #85 holding.
  • Clear Perspective Advisors first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 21 quarters since.
  • Clear Perspective Advisors's Bristol-Myers Squibb position peaked at $778K in Q2 2021.
  • 2,445 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.