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Freedman Financial Associates’s Bristol-Myers Squibb BMY Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-1,102
Closed -$81K – 52
2022
Q1 		$81K Hold
1,102
– – 0.06% 141
2021
Q4 		$69K Hold
1,102
– – 0.05% 161
2021
Q3 		$65K Hold
1,102
– – 0.05% 164
2021
Q2 		$74K Sell
1,102
-100
-8% -$6.52K 0.06% 144
2021
Q1 		$76K Hold
1,202
– – 0.06% 135
2020
Q4 		$75K Buy
+1,202
New +$73.9K 0.07% 127

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Freedman Financial Associates's BMY Position: Q2 2022 in Review

Freedman Financial Associates sold out of Bristol-Myers Squibb (BMY) in Q2 2022, closing a stake of 1,102 shares — an estimated $81K sold.

Freedman Financial Associates first reported a position in BMY in Q4 2020 and held it in 6 quarters. The position peaked at $81K in Q1 2022. 2,537 funds tracked by Wall St. Rank hold BMY as of Q2 2022.

  • Freedman Financial Associates reported no remaining Bristol-Myers Squibb position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 1,102 Bristol-Myers Squibb shares in Q2 2022, an estimated $81K.
  • Freedman Financial Associates first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Bristol-Myers Squibb position peaked at $81K in Q1 2022.
  • 2,537 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.