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

Cypress Wealth 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
2023
Q4 		– Sell
-4,742
Closed -$275K – 246
2023
Q3 		$275K Sell
4,742
-9
-0.2% -$551 0.08% 192
2023
Q2 		$294K Buy
4,751
+58
+1% +$3.89K 0.08% 187
2023
Q1 		$325K Sell
4,693
-6
-0.1% -$423 0.1% 175
2022
Q4 		$338K Buy
4,699
+114
+2% +$8.6K 0.11% 165
2022
Q3 		$320K Buy
4,585
+20
+0.4% +$1.45K 0.11% 159
2022
Q2 		$352K Sell
4,565
-2,255
-33% -$172K 0.11% 154
2022
Q1 		$498K Buy
6,820
+45
+0.7% +$3.02K 0.14% 121
2021
Q4 		$422K Sell
6,775
-562
-8% -$33K 0.12% 138
2021
Q3 		$434K Sell
7,337
-602
-8% -$39.6K 0.13% 132
2021
Q2 		$530K Sell
7,939
-6,214
-44% -$405K 0.14% 121
2021
Q1 		$894K Buy
14,153
+2,195
+18% +$137K 0.19% 95
2020
Q4 		$742K Buy
+11,958
New +$735K 0.17% 101
2020
Q3 		– Sell
-11,823
Closed -$712K – 289
2020
Q2 		$695K Buy
11,823
+45
+0.4% +$2.69K 0.17% 115
2020
Q1 		$657K Buy
11,778
+668
+6% +$40.8K 0.19% 110
2019
Q4 		$713K Buy
11,110
+1,237
+13% +$70.8K 0.18% 109
2019
Q3 		$501K Sell
9,873
-36
-0.4% -$1.69K 0.14% 129
2019
Q2 		$449K Buy
9,909
+35
+0.4% +$1.63K 0.13% 138
2019
Q1 		$471K Buy
9,874
+1,823
+23% +$90.8K 0.15% 125
2018
Q4 		$418K Sell
8,051
-792
-9% -$42.6K 0.17% 123
2018
Q3 		$549K Sell
8,843
-81
-0.9% -$4.81K 0.2% 114
2018
Q2 		$494K Sell
8,924
-367
-4% -$19.8K 0.19% 118
2018
Q1 		$588K Buy
9,291
+237
+3% +$15.2K 0.25% 97
2017
Q4 		$555K Buy
+9,054
New +$566K 0.23% 104

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cypress Wealth Services's BMY Position: Q4 2023 in Review

Cypress Wealth Services sold out of Bristol-Myers Squibb (BMY) in Q4 2023, closing a stake of 4,742 shares — an estimated $275K sold.

Cypress Wealth Services first reported a position in BMY in Q4 2017 and held it in 23 quarters. The position peaked at $894K in Q1 2021. 2,363 funds tracked by Wall St. Rank hold BMY as of Q4 2023.

  • Cypress Wealth Services reported no remaining Bristol-Myers Squibb position as of Q4 2023 after selling out during the quarter.
  • Cypress Wealth Services sold 4,742 Bristol-Myers Squibb shares in Q4 2023, an estimated $275K.
  • Cypress Wealth Services first reported a position in Bristol-Myers Squibb in Q4 2017 and held it in 23 quarters.
  • Cypress Wealth Services's Bristol-Myers Squibb position peaked at $894K in Q1 2021.
  • 2,363 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2023.

Based on Cypress Wealth Services's 13F filing for Q4 2023, filed 11 Jan 2024.