First Citizens Financial Corp’s Bristol-Myers Squibb BMY Stock Holding History

First Citizens Financial Corp’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	-4,198	Closed	-$268K	–	113
2023 Q2	$268K	Buy	+4,198	New	+$282K	0.18%	93
2022 Q4	$302K	Hold	4,198	–	–	0.26%	71
2022 Q3	$298K	Hold	4,198	–	–	0.29%	68
2022 Q2	$323K	Buy	4,198 +128	+3%	+$9.75K	0.28%	65
2022 Q1	$297K	Hold	4,070	–	–	0.22%	80
2021 Q4	$254K	Hold	4,070	–	–	0.19%	90
2021 Q3	$241K	Sell	4,070 -125	-3%	-$8.23K	0.19%	91
2021 Q2	$280K	Hold	4,195	–	–	0.21%	91
2021 Q1	$265K	Sell	4,195 -2,136	-34%	-$133K	0.22%	86
2020 Q4	$393K	Buy	+6,331	New	+$389K	0.34%	61

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

First Citizens Financial Corp's BMY Position: Q3 2023 in Review

First Citizens Financial Corp sold out of Bristol-Myers Squibb (BMY) in Q3 2023, closing a stake of 4,198 shares — an estimated $268K sold.

First Citizens Financial Corp first reported a position in BMY in Q4 2020 and held it in 10 quarters. The position peaked at $393K in Q4 2020. 2,387 funds tracked by Wall St. Rank hold BMY as of Q3 2023.

First Citizens Financial Corp reported no remaining Bristol-Myers Squibb position as of Q3 2023 after selling out during the quarter.
First Citizens Financial Corp sold 4,198 Bristol-Myers Squibb shares in Q3 2023, an estimated $268K.
First Citizens Financial Corp first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 10 quarters.
First Citizens Financial Corp's Bristol-Myers Squibb position peaked at $393K in Q4 2020.
2,387 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2023.

Based on First Citizens Financial Corp's 13F filing for Q3 2023, filed 13 Oct 2023.