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

Cypress Point 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
2021 Q4	–	Sell	-735	Closed	-$43K	–	43
2021 Q3	$43K	Buy	735 +10	+1%	+$659	0.03%	61
2021 Q2	$48K	Buy	+725	New	+$47.3K	0.03%	63

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

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

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

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

Cypress Point Wealth Management's BMY Position: Q4 2021 in Review

Cypress Point Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q4 2021, closing a stake of 735 shares — an estimated $43K sold.

Cypress Point Wealth Management first reported a position in BMY in Q2 2021 and held it in 2 quarters. The position peaked at $48K in Q2 2021. 2,444 funds tracked by Wall St. Rank hold BMY as of Q4 2021.

Cypress Point Wealth Management reported no remaining Bristol-Myers Squibb position as of Q4 2021 after selling out during the quarter.
Cypress Point Wealth Management sold 735 Bristol-Myers Squibb shares in Q4 2021, an estimated $43K.
Cypress Point Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2021 and held it in 2 quarters.
Cypress Point Wealth Management's Bristol-Myers Squibb position peaked at $48K in Q2 2021.
2,444 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2021.

Based on Cypress Point Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.