Dougherty Wealth Advisers’s Bristol-Myers Squibb BMY Stock Holding History

Dougherty Wealth Advisers’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 Q1	–	Sell	-1,070	Closed	-$66K	–	133
2020 Q4	$66K	Hold	1,070	–	–	0.1%	82
2020 Q3	$65K	Hold	1,070	–	–	0.22%	79
2020 Q2	$63K	Hold	1,070	–	–	0.23%	83
2020 Q1	$60K	Hold	1,070	–	–	0.24%	80
2019 Q4	$69K	Buy	+1,070	New	+$61.3K	0.21%	85
2019 Q3	–	Sell	-1,255	Closed	-$57K	–	181
2019 Q2	$57K	Hold	1,255	–	–	0.16%	101
2019 Q1	$60K	Hold	1,255	–	–	0.2%	88
2018 Q4	$63K	Buy	+1,255	New	+$67.4K	0.21%	88

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Dougherty Wealth Advisers's BMY Position: Q1 2021 in Review

Dougherty Wealth Advisers sold out of Bristol-Myers Squibb (BMY) in Q1 2021, closing a stake of 1,070 shares — an estimated $66K sold.

Dougherty Wealth Advisers first reported a position in BMY in Q4 2018 and held it in 8 quarters. The position peaked at $69K in Q4 2019. 2,368 funds tracked by Wall St. Rank hold BMY as of Q1 2021.

Dougherty Wealth Advisers reported no remaining Bristol-Myers Squibb position as of Q1 2021 after selling out during the quarter.
Dougherty Wealth Advisers sold 1,070 Bristol-Myers Squibb shares in Q1 2021, an estimated $66K.
Dougherty Wealth Advisers first reported a position in Bristol-Myers Squibb in Q4 2018 and held it in 8 quarters.
Dougherty Wealth Advisers's Bristol-Myers Squibb position peaked at $69K in Q4 2019.
2,368 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2021.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2021, filed 6 May 2021.