Colton Groome Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Colton Groome Financial 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 Q3	–	Sell	-3,394	Closed	-$217K	–	111
2023 Q2	$217K	Sell	3,394 -198	-6%	-$13.3K	0.1%	110
2023 Q1	$249K	Buy	3,592 +171	+5%	+$12.1K	0.12%	108
2022 Q4	$246K	Sell	3,421 -19	-0.6%	-$1.43K	0.12%	112
2022 Q3	$245K	Sell	3,440 -161	-4%	-$11.7K	0.12%	93
2022 Q2	$277K	Buy	3,601 +480	+15%	+$36.6K	0.14%	81
2022 Q1	$228K	Buy	+3,121	New	+$210K	0.11%	97

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Colton Groome Financial Advisors's BMY Position: Q3 2023 in Review

Colton Groome Financial Advisors sold out of Bristol-Myers Squibb (BMY) in Q3 2023, closing a stake of 3,394 shares — an estimated $217K sold.

Colton Groome Financial Advisors first reported a position in BMY in Q1 2022 and held it in 6 quarters. The position peaked at $277K in Q2 2022. 2,387 funds tracked by Wall St. Rank hold BMY as of Q3 2023.

Colton Groome Financial Advisors reported no remaining Bristol-Myers Squibb position as of Q3 2023 after selling out during the quarter.
Colton Groome Financial Advisors sold 3,394 Bristol-Myers Squibb shares in Q3 2023, an estimated $217K.
Colton Groome Financial Advisors first reported a position in Bristol-Myers Squibb in Q1 2022 and held it in 6 quarters.
Colton Groome Financial Advisors's Bristol-Myers Squibb position peaked at $277K in Q2 2022.
2,387 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2023.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.