Hillcrest Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Hillcrest Wealth Advisors’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
2021 Q3	–	Sell	-3,800	Closed	-$254K	–	53
2021 Q2	$254K	Sell	3,800 -2,625	-41%	-$171K	0.15%	46
2021 Q1	$406K	Sell	6,425 -2,000	-24%	-$124K	0.25%	41
2020 Q4	$523K	Sell	8,425 -11,200	-57%	-$689K	0.35%	32
2020 Q3	$1.18M	Buy	+19,625	New	+$1.18M	0.84%	26

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hillcrest Wealth Advisors's BMY Position: Q3 2021 in Review

Hillcrest Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q3 2021, closing a stake of 3,800 shares — an estimated $254K sold.

Hillcrest Wealth Advisors first reported a position in BMY in Q3 2020 and held it in 4 quarters. The position peaked at $1.18M in Q3 2020. 2,292 funds tracked by Wall St. Rank hold BMY as of Q3 2021.

Hillcrest Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q3 2021 after selling out during the quarter.
Hillcrest Wealth Advisors sold 3,800 Bristol-Myers Squibb shares in Q3 2021, an estimated $254K.
Hillcrest Wealth Advisors first reported a position in Bristol-Myers Squibb in Q3 2020 and held it in 4 quarters.
Hillcrest Wealth Advisors's Bristol-Myers Squibb position peaked at $1.18M in Q3 2020.
2,292 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2021.

Based on Hillcrest Wealth Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.