Fortitude Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

Fortitude Advisory 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
2023 Q3	–	Sell	-3,654	Closed	-$234K	–	209
2023 Q2	$234K	Sell	3,654 -218	-6%	-$14.6K	0.17%	159
2023 Q1	$268K	Buy	3,872 +115	+3%	+$8.11K	0.21%	128
2022 Q4	$270K	Buy	3,757 +2	+0.1%	+$151	0.23%	127
2022 Q3	$267K	Buy	3,755 +2	+0.1%	+$145	0.25%	111
2022 Q2	$289K	Buy	3,753 +60	+2%	+$4.57K	0.26%	110
2022 Q1	$270K	Sell	3,693 -204	-5%	-$13.7K	0.14%	144
2021 Q4	$243K	Buy	+3,897	New	+$229K	0.12%	167

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

Fortitude Advisory Group's BMY Position: Q3 2023 in Review

Fortitude Advisory Group sold out of Bristol-Myers Squibb (BMY) in Q3 2023, closing a stake of 3,654 shares — an estimated $234K sold.

Fortitude Advisory Group first reported a position in BMY in Q4 2021 and held it in 7 quarters. The position peaked at $289K in Q2 2022. 2,387 funds tracked by Wall St. Rank hold BMY as of Q3 2023.

Fortitude Advisory Group reported no remaining Bristol-Myers Squibb position as of Q3 2023 after selling out during the quarter.
Fortitude Advisory Group sold 3,654 Bristol-Myers Squibb shares in Q3 2023, an estimated $234K.
Fortitude Advisory Group first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 7 quarters.
Fortitude Advisory Group's Bristol-Myers Squibb position peaked at $289K in Q2 2022.
2,387 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2023.

Based on Fortitude Advisory Group's 13F filing for Q3 2023, filed 14 Nov 2023.