HWA
BMY.RT

Heritage Wealth Advisors’s Bristol-Myers Squibb Company Contingent Value Rights BMY.RT Stock Holding History

Heritage Wealth Advisors’s Portfolio BMY.RT Stock Details BMY.RT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8,424
Closed -$6K – 600
2020
Q4 		$6K Buy
8,424
+7,644
+980% +$16.3K ﹤0.01% 485
2020
Q3 		$1.75K Hold
780
– – ﹤0.01% 449
2020
Q2 		$2.79K Buy
780
+50
+7% +$180 ﹤0.01% 420
2020
Q1 		$2.77K Buy
730
+502
+220% +$1.65K ﹤0.01% 413
2019
Q4 		$686 Buy
+228
New +$593 ﹤0.01% 692

Other funds holding BMY.RT

JCI
Jet Capital Investors New York $51M AUM 48.01% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.61B AUM 22.15% 1-Year Est. Return
WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Heritage Wealth Advisors's BMY.RT Position: Q1 2021 in Review

Heritage Wealth Advisors sold out of Bristol-Myers Squibb Company Contingent Value Rights (BMY.RT) in Q1 2021, closing a stake of 8,424 shares — an estimated $6K sold.

Heritage Wealth Advisors first reported a position in BMY.RT in Q4 2019 and held it in 5 quarters. The position peaked at $6K in Q4 2020. 12 funds tracked by Wall St. Rank hold BMY.RT as of Q1 2021.

  • Heritage Wealth Advisors reported no remaining Bristol-Myers Squibb Company Contingent Value Rights position as of Q1 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 8,424 Bristol-Myers Squibb Company Contingent Value Rights shares in Q1 2021, an estimated $6K.
  • Heritage Wealth Advisors first reported a position in Bristol-Myers Squibb Company Contingent Value Rights in Q4 2019 and held it in 5 quarters.
  • Heritage Wealth Advisors's Bristol-Myers Squibb Company Contingent Value Rights position peaked at $6K in Q4 2020.
  • 12 funds tracked by Wall St. Rank held Bristol-Myers Squibb Company Contingent Value Rights as of Q1 2021.

Based on Heritage Wealth Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.