Fiduciary Planning’s Bristol-Myers Squibb BMY Stock Holding History

Fiduciary Planning’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 Q2	–	Sell	-415	Closed	-$26K	–	85
2021 Q1	$26K	Buy	415 +3	+0.7%	+$187	0.04%	98
2020 Q4	$26K	Buy	412 +3	+0.7%	+$184	0.04%	98
2020 Q3	$25K	Buy	+409	New	+$24.6K	0.04%	83

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fiduciary Planning's BMY Position: Q2 2021 in Review

Fiduciary Planning sold out of Bristol-Myers Squibb (BMY) in Q2 2021, closing a stake of 415 shares — an estimated $26K sold.

Fiduciary Planning first reported a position in BMY in Q3 2020 and held it in 3 quarters. The position peaked at $26K in Q1 2021. 2,369 funds tracked by Wall St. Rank hold BMY as of Q2 2021.

Fiduciary Planning reported no remaining Bristol-Myers Squibb position as of Q2 2021 after selling out during the quarter.
Fiduciary Planning sold 415 Bristol-Myers Squibb shares in Q2 2021, an estimated $26K.
Fiduciary Planning first reported a position in Bristol-Myers Squibb in Q3 2020 and held it in 3 quarters.
Fiduciary Planning's Bristol-Myers Squibb position peaked at $26K in Q1 2021.
2,369 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.