Hoover Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Hoover Financial 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 Q2	$152K	Buy	2,280 +50	+2%	+$3.26K	0.03%	164
2021 Q1	$143K	Buy	2,230 +5	+0.2%	+$311	0.03%	161
2020 Q4	$147K	Buy	+2,225	New	+$137K	0.04%	137
2020 Q3	–	Sell	-1,700	Closed	-$100K	–	228
2020 Q2	$100K	Buy	+1,700	New	+$102K	0.04%	136

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Hoover Financial Advisors's BMY Position: Q2 2021 in Review

Hoover Financial Advisors increased its Bristol-Myers Squibb (BMY) stake by 2.2% in Q2 2021, buying an estimated $3.26K and bringing the position to 2,280 shares worth $152K. The position accounts for 0.03% of the portfolio, ranked #164.

Hoover Financial Advisors first reported a position in BMY in Q2 2020 and has held it in 4 quarters since. 2,369 funds tracked by Wall St. Rank hold BMY as of Q2 2021.

Hoover Financial Advisors held 2,280 shares of Bristol-Myers Squibb worth $152K as of Q2 2021.
Hoover Financial Advisors bought 50 Bristol-Myers Squibb shares in Q2 2021, an estimated $3.26K.
Bristol-Myers Squibb made up 0.03% of Hoover Financial Advisors's portfolio in Q2 2021, its #164 holding.
Hoover Financial Advisors first reported a position in Bristol-Myers Squibb in Q2 2020 and has held it in 4 quarters since.
2,369 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.