Gerber Kawasaki Wealth & Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2022 Q1	–	Sell	-4,110	Closed	-$205K	–	255
2021 Q4	$205K	Buy	4,110 +789	+24%	+$46.3K	0.02%	258
2021 Q3	$196K	Buy	3,321 +89	+3%	+$5.86K	0.03%	179
2021 Q2	$215K	Sell	3,232 -100	-3%	-$6.52K	0.02%	227
2021 Q1	$210K	Buy	+3,332	New	+$207K	0.03%	201

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 $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's BMY Position: Q1 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Bristol-Myers Squibb (BMY) in Q1 2022, closing a stake of 4,110 shares — an estimated $205K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in BMY in Q1 2021 and held it in 4 quarters. The position peaked at $215K in Q2 2021. 2,516 funds tracked by Wall St. Rank hold BMY as of Q1 2022.

Gerber Kawasaki Wealth & Investment Management reported no remaining Bristol-Myers Squibb position as of Q1 2022 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 4,110 Bristol-Myers Squibb shares in Q1 2022, an estimated $205K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Bristol-Myers Squibb in Q1 2021 and held it in 4 quarters.
Gerber Kawasaki Wealth & Investment Management's Bristol-Myers Squibb position peaked at $215K in Q2 2021.
2,516 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2022, filed 12 May 2022.