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

Evolution 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
2021
Q4 		– Sell
-2,289
Closed -$135K – 219
2021
Q3 		$135K Buy
2,289
+785
+52% +$51.7K 0.03% 135
2021
Q2 		$100K Buy
1,504
+13
+0.9% +$848 0.02% 162
2021
Q1 		$94K Sell
1,491
-176
-11% -$10.9K 0.02% 152
2020
Q4 		$103K Sell
1,667
-188
-10% -$11.6K 0.02% 132
2020
Q3 		$112K Buy
1,855
+555
+43% +$33.4K 0.03% 134
2020
Q2 		$76K Buy
1,300
+161
+14% +$9.63K 0.02% 123
2020
Q1 		$63K Sell
1,139
-218
-16% -$13.3K 0.03% 104
2019
Q4 		$87K Buy
1,357
+232
+21% +$13.3K 0.02% 118
2019
Q3 		$57K Buy
1,125
+29
+3% +$1.36K 0.03% 51
2019
Q2 		$50K Buy
+1,096
New +$51.1K 0.02% 85

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evolution Wealth Advisors's BMY Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2021, closing a stake of 2,289 shares — an estimated $135K sold.

Evolution Wealth Advisors first reported a position in BMY in Q2 2019 and held it in 10 quarters. The position peaked at $135K in Q3 2021. 2,444 funds tracked by Wall St. Rank hold BMY as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 2,289 Bristol-Myers Squibb shares in Q4 2021, an estimated $135K.
  • Evolution Wealth Advisors first reported a position in Bristol-Myers Squibb in Q2 2019 and held it in 10 quarters.
  • Evolution Wealth Advisors's Bristol-Myers Squibb position peaked at $135K in Q3 2021.
  • 2,444 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.