Concorde Financial’s Bristol-Myers Squibb BMY Stock Holding History

Concorde Financial’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
2022 Q1	–	Sell	-293	Closed	-$18K	–	70
2021 Q4	$18K	Buy	+293	New	+$17.2K	0.01%	79

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Concorde Financial's BMY Position: Q1 2022 in Review

Concorde Financial sold out of Bristol-Myers Squibb (BMY) in Q1 2022, closing a stake of 293 shares — an estimated $18K sold.

Concorde Financial first reported a position in BMY in Q4 2021 and held it in 1 quarter. The position peaked at $18K in Q4 2021. 2,515 funds tracked by Wall St. Rank hold BMY as of Q1 2022.

Concorde Financial reported no remaining Bristol-Myers Squibb position as of Q1 2022 after selling out during the quarter.
Concorde Financial sold 293 Bristol-Myers Squibb shares in Q1 2022, an estimated $18K.
Concorde Financial first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 1 quarter.
Concorde Financial's Bristol-Myers Squibb position peaked at $18K in Q4 2021.
2,515 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2022.

Based on Concorde Financial's 13F filing for Q1 2022, filed 16 May 2022.