FEG
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Financial Enhancement Group’s Bristol-Myers Squibb BMY Stock Holding History

Financial Enhancement Group’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
Q1 		– Sell
-23
Closed -$1K – 307
2021
Q4 		$1K Buy
+23
New +$1.35K ﹤0.01% 251
2020
Q4 		– Sell
-800
Closed -$48K – 285
2020
Q3 		$48K Hold
800
– – 0.01% 123
2020
Q2 		$47K Buy
+800
New +$47.9K 0.01% 129
2018
Q2 		– Sell
-1,424
Closed -$90K – 249
2018
Q1 		$90K Buy
+1,424
New +$91.6K 0.03% 106

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Financial Enhancement Group's BMY Position: Q1 2022 in Review

Financial Enhancement Group sold out of Bristol-Myers Squibb (BMY) in Q1 2022, closing a stake of 23 shares — an estimated $1K sold.

Financial Enhancement Group first reported a position in BMY in Q1 2018 and held it in 4 quarters. The position peaked at $90K in Q1 2018. 2,515 funds tracked by Wall St. Rank hold BMY as of Q1 2022.

  • Financial Enhancement Group reported no remaining Bristol-Myers Squibb position as of Q1 2022 after selling out during the quarter.
  • Financial Enhancement Group sold 23 Bristol-Myers Squibb shares in Q1 2022, an estimated $1K.
  • Financial Enhancement Group first reported a position in Bristol-Myers Squibb in Q1 2018 and held it in 4 quarters.
  • Financial Enhancement Group's Bristol-Myers Squibb position peaked at $90K in Q1 2018.
  • 2,515 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2022.

Based on Financial Enhancement Group's 13F filing for Q1 2022, filed 18 May 2022.