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

Clear Point 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
2024 Q4	–	Sell	-790	Closed	-$40.9K	–	156
2024 Q3	$40.9K	Hold	790	–	–	0.03%	218
2024 Q2	$32.8K	Buy	790 +1	+0.1%	+$45	0.03%	223
2024 Q1	$42.8K	Buy	789 +1	+0.1%	+$51	0.04%	212
2023 Q4	$40.4K	Buy	+788	New	+$41.4K	0.04%	203

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Clear Point Advisors's BMY Position: Q4 2024 in Review

Clear Point Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2024, closing a stake of 790 shares — an estimated $40.9K sold.

Clear Point Advisors first reported a position in BMY in Q4 2023 and held it in 4 quarters. The position peaked at $42.8K in Q1 2024. 2,494 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

Clear Point Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 790 Bristol-Myers Squibb shares in Q4 2024, an estimated $40.9K.
Clear Point Advisors first reported a position in Bristol-Myers Squibb in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's Bristol-Myers Squibb position peaked at $42.8K in Q1 2024.
2,494 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.