FSWA
BMY icon

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

Financial Synergies 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
2023
Q3 		– Sell
-418
Closed -$26.7K – 502
2023
Q2 		$26.7K Buy
418
+3
+0.7% +$201 ﹤0.01% 143
2023
Q1 		$28.7K Buy
+415
New +$29.3K ﹤0.01% 143

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Financial Synergies Wealth Advisors's BMY Position: Q3 2023 in Review

Financial Synergies Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q3 2023, closing a stake of 418 shares — an estimated $26.7K sold.

Financial Synergies Wealth Advisors first reported a position in BMY in Q1 2023 and held it in 2 quarters. The position peaked at $28.7K in Q1 2023. 2,387 funds tracked by Wall St. Rank hold BMY as of Q3 2023.

  • Financial Synergies Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q3 2023 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 418 Bristol-Myers Squibb shares in Q3 2023, an estimated $26.7K.
  • Financial Synergies Wealth Advisors first reported a position in Bristol-Myers Squibb in Q1 2023 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Bristol-Myers Squibb position peaked at $28.7K in Q1 2023.
  • 2,387 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2023.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2023, filed 4 Apr 2024.