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Heritage Wealth Management (Arizona)’s Bristol-Myers Squibb BMY Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$81.3K Buy
1,131
+585
+107% +$44.1K 0.01% 439
2022
Q3 		$39K Sell
546
-30
-5% -$2.18K 0.01% 434
2022
Q2 		$44.4K Buy
576
+29
+5% +$2.21K 0.01% 443
2022
Q1 		$40K Buy
+547
New +$36.7K 0.01% 503
2021
Q3 		$37K Buy
633
+17
+3% +$1.12K 0.01% 487
2021
Q2 		$41K Sell
616
-2,153
-78% -$140K 0.02% 480
2021
Q1 		$175K Buy
+2,769
New +$172K 0.1% 183

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BMY Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Bristol-Myers Squibb (BMY) stake by 107% in Q4 2022, buying an estimated $44.1K and bringing the position to 1,131 shares worth $81.3K. The position accounts for 0.01% of the portfolio, ranked #439.

Heritage Wealth Management (Arizona) first reported a position in BMY in Q1 2021 and has held it in 7 quarters since. The position peaked at $175K in Q1 2021. 2,600 funds tracked by Wall St. Rank hold BMY as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,131 shares of Bristol-Myers Squibb worth $81.3K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 585 Bristol-Myers Squibb shares in Q4 2022, an estimated $44.1K.
  • Bristol-Myers Squibb made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #439 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Bristol-Myers Squibb in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s Bristol-Myers Squibb position peaked at $175K in Q1 2021.
  • 2,600 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.