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
2020 Q4	–	Sell	-11,938	Closed	-$720K	–	313
2020 Q3	$720K	Buy	+11,938	New	+$719K	0.18%	98

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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.