Fusion Family Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Fusion Family Wealth’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 Q2	–	Sell	-1,455	Closed	-$92K	–	44
2021 Q1	$92K	Hold	1,455	–	–	0.01%	40
2020 Q4	$90K	Hold	1,455	–	–	0.02%	39
2020 Q3	$88K	Hold	1,455	–	–	0.02%	41
2020 Q2	$86K	Hold	1,455	–	–	0.02%	40
2020 Q1	$81K	Hold	1,455	–	–	0.02%	43
2019 Q4	$93K	Buy	1,455 +685	+89%	+$39.2K	0.02%	49
2019 Q3	$39K	Sell	770 -505	-40%	-$23.7K	0.01%	69
2019 Q2	$58K	Buy	1,275 +505	+66%	+$23.5K	0.01%	72
2019 Q1	$37K	Sell	770 -505	-40%	-$25.2K	0.01%	73
2018 Q4	$66K	Hold	1,275	–	–	0.02%	99
2018 Q3	$79K	Hold	1,275	–	–	0.02%	95
2018 Q2	$71K	Hold	1,275	–	–	0.02%	108
2018 Q1	$81K	Hold	1,275	–	–	0.03%	89
2017 Q4	$78K	Buy	1,275 +505	+66%	+$31.6K	0.02%	107
2017 Q3	$49K	Sell	770 -178	-19%	-$10.4K	0.02%	89
2017 Q2	$53K	Hold	948	–	–	0.02%	121
2017 Q1	$52K	Buy	948 +45	+5%	+$2.47K	0.02%	118
2016 Q4	$51K	Buy	+903	New	+$49.4K	0.03%	121

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Fusion Family Wealth's BMY Position: Q2 2021 in Review

Fusion Family Wealth sold out of Bristol-Myers Squibb (BMY) in Q2 2021, closing a stake of 1,455 shares — an estimated $92K sold.

Fusion Family Wealth first reported a position in BMY in Q4 2016 and held it in 18 quarters. The position peaked at $93K in Q4 2019. 2,371 funds tracked by Wall St. Rank hold BMY as of Q2 2021.

Fusion Family Wealth reported no remaining Bristol-Myers Squibb position as of Q2 2021 after selling out during the quarter.
Fusion Family Wealth sold 1,455 Bristol-Myers Squibb shares in Q2 2021, an estimated $92K.
Fusion Family Wealth first reported a position in Bristol-Myers Squibb in Q4 2016 and held it in 18 quarters.
Fusion Family Wealth's Bristol-Myers Squibb position peaked at $93K in Q4 2019.
2,371 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2021.

Based on Fusion Family Wealth's 13F filing for Q2 2021, filed 30 Jul 2021.