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

Destination 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
2022 Q4	–	Sell	-3,136	Closed	-$223K	–	201
2022 Q3	$223K	Buy	3,136 +63	+2%	+$4.57K	0.01%	177
2022 Q2	$237K	Buy	+3,073	New	+$234K	0.01%	181
2021 Q3	–	Sell	-3,025	Closed	-$202K	–	176
2021 Q2	$202K	Sell	3,025 -1,945	-39%	-$127K	0.01%	180
2021 Q1	$314K	Buy	+4,970	New	+$309K	0.01%	150
2019 Q3	–	Sell	-998	Closed	-$45K	–	184
2019 Q2	$45K	Sell	998 -550	-36%	-$25.6K	﹤0.01%	289
2019 Q1	$74K	Sell	1,548 -933	-38%	-$46.5K	﹤0.01%	217
2018 Q4	$129K	Sell	2,481 -731	-23%	-$39.3K	0.01%	159
2018 Q3	$199K	Buy	3,212 +505	+19%	+$30K	0.01%	150
2018 Q2	$150K	Sell	2,707 -120	-4%	-$6.48K	0.01%	155
2018 Q1	$179K	Buy	+2,827	New	+$182K	0.01%	147
2017 Q1	–	Sell	-5,101	Closed	-$298K	–	159
2016 Q4	$298K	Buy	+5,101	New	+$279K	0.02%	133
2016 Q3	–	Sell	-4,536	Closed	-$334K	–	160
2016 Q2	$334K	Buy	+4,536	New	+$321K	0.03%	112
2015 Q3	–	Sell	-11,364	Closed	-$756K	–	126
2015 Q2	$756K	Buy	+11,364	New	+$749K	0.05%	146

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Destination Wealth Management's BMY Position: Q4 2022 in Review

Destination Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q4 2022, closing a stake of 3,136 shares — an estimated $223K sold.

Destination Wealth Management first reported a position in BMY in Q2 2015 and held it in 13 quarters. The position peaked at $756K in Q2 2015. 2,600 funds tracked by Wall St. Rank hold BMY as of Q4 2022.

Destination Wealth Management reported no remaining Bristol-Myers Squibb position as of Q4 2022 after selling out during the quarter.
Destination Wealth Management sold 3,136 Bristol-Myers Squibb shares in Q4 2022, an estimated $223K.
Destination Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2015 and held it in 13 quarters.
Destination Wealth Management's Bristol-Myers Squibb position peaked at $756K in Q2 2015.
2,600 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2022.

Based on Destination Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.