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Divergent Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Divergent Wealth Advisors’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
2018
Q4 		– Sell
-160
Closed -$10K – 54
2018
Q3 		$10K Hold
160
– – ﹤0.01% 109
2018
Q2 		$9K Hold
160
– – ﹤0.01% 108
2018
Q1 		$10K Buy
+160
New +$10.3K ﹤0.01% 109

Other funds holding BMY

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Divergent Wealth Advisors's BMY Position: Q4 2018 in Review

Divergent Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2018, closing a stake of 160 shares — an estimated $10K sold.

Divergent Wealth Advisors first reported a position in BMY in Q1 2018 and held it in 3 quarters. The position peaked at $10K in Q3 2018. 1,765 funds tracked by Wall St. Rank hold BMY as of Q4 2018.

  • Divergent Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2018 after selling out during the quarter.
  • Divergent Wealth Advisors sold 160 Bristol-Myers Squibb shares in Q4 2018, an estimated $10K.
  • Divergent Wealth Advisors first reported a position in Bristol-Myers Squibb in Q1 2018 and held it in 3 quarters.
  • Divergent Wealth Advisors's Bristol-Myers Squibb position peaked at $10K in Q3 2018.
  • 1,765 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2018.

Based on Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.