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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-596
Closed 626
2020
Q4
$0 Hold
596
﹤0.01% 578
2020
Q3
$1K Buy
596
+6
+1% +$17 ﹤0.01% 498
2020
Q2
$2K Hold
590
﹤0.01% 464
2020
Q1
$2K Buy
+590
New +$1.94K ﹤0.01% 440

Other funds holding BMY.RT

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

HHM Wealth Advisors sold out of Bristol-Myers Squibb Company Contingent Value Rights (BMY.RT) in Q1 2021, closing a stake of 596 shares.

HHM Wealth Advisors first reported a position in BMY.RT in Q1 2020 and held it in 4 quarters. The position peaked at $2K in Q2 2020. 12 funds tracked by Wall St. Rank hold BMY.RT as of Q1 2021.

  • HHM Wealth Advisors reported no remaining Bristol-Myers Squibb Company Contingent Value Rights position as of Q1 2021 after selling out during the quarter.
  • HHM Wealth Advisors sold 596 Bristol-Myers Squibb Company Contingent Value Rights shares in Q1 2021.
  • HHM Wealth Advisors first reported a position in Bristol-Myers Squibb Company Contingent Value Rights in Q1 2020 and held it in 4 quarters.
  • HHM Wealth Advisors's Bristol-Myers Squibb Company Contingent Value Rights position peaked at $2K in Q2 2020.
  • 12 funds tracked by Wall St. Rank held Bristol-Myers Squibb Company Contingent Value Rights as of Q1 2021.

Based on HHM Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.