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Freedom Wealth Alliance’s Bristol-Myers Squibb BMY Stock Holding History

Freedom Wealth Alliance’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
Q1 		– Sell
-2,095
Closed -$151K – 115
2022
Q4 		$151K Buy
+2,095
New +$158K 0.21% 69

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Freedom Wealth Alliance's BMY Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Bristol-Myers Squibb (BMY) in Q1 2023, closing a stake of 2,095 shares — an estimated $151K sold.

Freedom Wealth Alliance first reported a position in BMY in Q4 2022 and held it in 1 quarter. The position peaked at $151K in Q4 2022. 2,540 funds tracked by Wall St. Rank hold BMY as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Bristol-Myers Squibb position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 2,095 Bristol-Myers Squibb shares in Q1 2023, an estimated $151K.
  • Freedom Wealth Alliance first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Bristol-Myers Squibb position peaked at $151K in Q4 2022.
  • 2,540 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.