Foresight Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Foresight Wealth Management’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 Q3	–	Sell	-7,552	Closed	-$505K	–	127
2021 Q2	$505K	Hold	7,552	–	–	0.11%	78
2021 Q1	$477K	Hold	7,552	–	–	0.12%	76
2020 Q4	$468K	Sell	7,552 -181	-2%	-$11.1K	0.12%	67
2020 Q3	$466K	Buy	7,733 +1	+0%	+$60	0.16%	59
2020 Q2	$455K	Sell	7,732 -7,847	-50%	-$469K	0.21%	58
2020 Q1	$868K	Sell	15,579 -836	-5%	-$51.1K	0.6%	32
2019 Q4	$1.05M	Sell	16,415 -1,036	-6%	-$59.3K	0.65%	32
2019 Q3	$885K	Buy	17,451 +1	+0%	+$47	0.64%	36
2019 Q2	$791K	Hold	17,450	–	–	0.6%	41
2019 Q1	$833K	Hold	17,450	–	–	0.72%	38
2018 Q4	$907K	Buy	+17,450	New	+$938K	0.96%	29

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Foresight Wealth Management's BMY Position: Q3 2021 in Review

Foresight Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q3 2021, closing a stake of 7,552 shares — an estimated $505K sold.

Foresight Wealth Management first reported a position in BMY in Q4 2018 and held it in 11 quarters. The position peaked at $1.05M in Q4 2019. 2,293 funds tracked by Wall St. Rank hold BMY as of Q3 2021.

Foresight Wealth Management reported no remaining Bristol-Myers Squibb position as of Q3 2021 after selling out during the quarter.
Foresight Wealth Management sold 7,552 Bristol-Myers Squibb shares in Q3 2021, an estimated $505K.
Foresight Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2018 and held it in 11 quarters.
Foresight Wealth Management's Bristol-Myers Squibb position peaked at $1.05M in Q4 2019.
2,293 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2021.

Based on Foresight Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.