Crown Wealth Group’s Bristol-Myers Squibb BMY Stock Holding History

Crown Wealth Group’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 Q1	–	Sell	-4,651	Closed	-$239K	–	109
2023 Q4	$239K	Buy	+4,651	New	+$244K	0.14%	76

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Crown Wealth Group's BMY Position: Q1 2024 in Review

Crown Wealth Group sold out of Bristol-Myers Squibb (BMY) in Q1 2024, closing a stake of 4,651 shares — an estimated $239K sold.

Crown Wealth Group first reported a position in BMY in Q4 2023 and held it in 1 quarter. The position peaked at $239K in Q4 2023. 2,338 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

Crown Wealth Group reported no remaining Bristol-Myers Squibb position as of Q1 2024 after selling out during the quarter.
Crown Wealth Group sold 4,651 Bristol-Myers Squibb shares in Q1 2024, an estimated $239K.
Crown Wealth Group first reported a position in Bristol-Myers Squibb in Q4 2023 and held it in 1 quarter.
Crown Wealth Group's Bristol-Myers Squibb position peaked at $239K in Q4 2023.
2,338 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on Crown Wealth Group's 13F filing for Q1 2024, filed 1 May 2024.