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Harvest Group Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Harvest Group Wealth 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
2020
Q2 		– Sell
-84
Closed -$4K – 510
2020
Q1 		$4K Hold
84
– – ﹤0.01% 269
2019
Q4 		$5K Hold
84
– – ﹤0.01% 352
2019
Q3 		$4K Buy
+84
New +$3.95K ﹤0.01% 451

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harvest Group Wealth Management's BMY Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q2 2020, closing a stake of 84 shares — an estimated $4K sold.

Harvest Group Wealth Management first reported a position in BMY in Q3 2019 and held it in 3 quarters. The position peaked at $5K in Q4 2019. 2,189 funds tracked by Wall St. Rank hold BMY as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining Bristol-Myers Squibb position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 84 Bristol-Myers Squibb shares in Q2 2020, an estimated $4K.
  • Harvest Group Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Bristol-Myers Squibb position peaked at $5K in Q4 2019.
  • 2,189 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.