Curi Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Curi Wealth Management’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 Q1	–	Sell	-4,171	Closed	-$300K	–	168
2022 Q4	$300K	Buy	+4,171	New	+$314K	0.04%	146
2022 Q3	–	Sell	-1,357	Closed	-$104K	–	253
2022 Q2	$104K	Buy	1,357 +34	+3%	+$2.59K	0.02%	170
2022 Q1	$96K	Buy	1,323 +667	+102%	+$44.8K	0.02%	162
2021 Q4	$40K	Buy	+656	New	+$38.5K	0.01%	196
2021 Q1	–	Sell	-2,353	Closed	-$146K	–	146
2020 Q4	$146K	Buy	+2,353	New	+$145K	0.11%	99

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

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

Norges Bank Oslo, Norway $935B AUM

Curi Wealth Management's BMY Position: Q1 2023 in Review

Curi Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q1 2023, closing a stake of 4,171 shares — an estimated $300K sold.

Curi Wealth Management first reported a position in BMY in Q4 2020 and held it in 5 quarters. The position peaked at $300K in Q4 2022. 2,540 funds tracked by Wall St. Rank hold BMY as of Q1 2023.

Curi Wealth Management reported no remaining Bristol-Myers Squibb position as of Q1 2023 after selling out during the quarter.
Curi Wealth Management sold 4,171 Bristol-Myers Squibb shares in Q1 2023, an estimated $300K.
Curi Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 5 quarters.
Curi Wealth Management's Bristol-Myers Squibb position peaked at $300K in Q4 2022.
2,540 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2023.

Based on Curi Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.