Core Wealth Advisors (Florida)’s Bristol-Myers Squibb BMY Stock Holding History

Core Wealth Advisors (Florida)’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 Q4	–	Sell	-193	Closed	-$11.2K	–	266
2023 Q3	$11.2K	Hold	193	–	–	﹤0.01%	151
2023 Q2	$12.3K	Hold	193	–	–	0.01%	142
2023 Q1	$13.4K	Hold	193	–	–	0.01%	135
2022 Q4	$13.9K	Buy	+193	New	+$14.6K	0.01%	141

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Core Wealth Advisors (Florida)'s BMY Position: Q4 2023 in Review

Core Wealth Advisors (Florida) sold out of Bristol-Myers Squibb (BMY) in Q4 2023, closing a stake of 193 shares — an estimated $11.2K sold.

Core Wealth Advisors (Florida) first reported a position in BMY in Q4 2022 and held it in 4 quarters. The position peaked at $13.9K in Q4 2022. 2,363 funds tracked by Wall St. Rank hold BMY as of Q4 2023.

Core Wealth Advisors (Florida) reported no remaining Bristol-Myers Squibb position as of Q4 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 193 Bristol-Myers Squibb shares in Q4 2023, an estimated $11.2K.
Core Wealth Advisors (Florida) first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 4 quarters.
Core Wealth Advisors (Florida)'s Bristol-Myers Squibb position peaked at $13.9K in Q4 2022.
2,363 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q4 2023, filed 14 Feb 2024.