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CRA Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

CRA Financial Services’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
Q2 		– Sell
-2,994
Closed -$219K – 206
2022
Q1 		$219K Sell
2,994
-518
-15% -$34.8K 0.07% 189
2021
Q4 		$219K Sell
3,512
-149
-4% -$8.74K 0.07% 191
2021
Q3 		$217K Buy
3,661
+3
+0.1% +$198 0.07% 182
2021
Q2 		$244K Buy
3,658
+152
+4% +$9.91K 0.08% 161
2021
Q1 		$221K Buy
+3,506
New +$218K 0.09% 158

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CRA Financial Services's BMY Position: Q2 2022 in Review

CRA Financial Services sold out of Bristol-Myers Squibb (BMY) in Q2 2022, closing a stake of 2,994 shares — an estimated $219K sold.

CRA Financial Services first reported a position in BMY in Q1 2021 and held it in 5 quarters. The position peaked at $244K in Q2 2021. 2,537 funds tracked by Wall St. Rank hold BMY as of Q2 2022.

  • CRA Financial Services reported no remaining Bristol-Myers Squibb position as of Q2 2022 after selling out during the quarter.
  • CRA Financial Services sold 2,994 Bristol-Myers Squibb shares in Q2 2022, an estimated $219K.
  • CRA Financial Services first reported a position in Bristol-Myers Squibb in Q1 2021 and held it in 5 quarters.
  • CRA Financial Services's Bristol-Myers Squibb position peaked at $244K in Q2 2021.
  • 2,537 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2022.

Based on CRA Financial Services's 13F filing for Q2 2022, filed 21 Jul 2022.