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

IBEX 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
Q4 		– Sell
-96
Closed -$6K – 216
2021
Q3 		$6K Buy
+96
New +$6.32K ﹤0.01% 382
2021
Q2 		– Sell
-89,983
Closed -$5.68M – 186
2021
Q1 		$5.68M Sell
89,983
-2,202
-2% -$137K 1.4% 17
2020
Q4 		$5.72M Buy
92,185
+630
+0.7% +$38.7K 1.49% 19
2020
Q3 		$5.52M Buy
91,555
+6,118
+7% +$368K 1.6% 17
2020
Q2 		$5.02M Sell
85,437
-4,531
-5% -$271K 1.61% 17
2020
Q1 		$5.01M Buy
89,968
+26,040
+41% +$1.59M 1.95% 10
2019
Q4 		$4.1M Buy
+63,928
New +$3.66M 1.26% 25
2017
Q1 		– Sell
-65
Closed -$3K – 106
2016
Q4 		$3K Buy
+65
New +$3.55K ﹤0.01% 411

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IBEX Wealth Advisors's BMY Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2021, closing a stake of 96 shares — an estimated $6K sold.

IBEX Wealth Advisors first reported a position in BMY in Q4 2016 and held it in 8 quarters. The position peaked at $5.72M in Q4 2020. 2,444 funds tracked by Wall St. Rank hold BMY as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 96 Bristol-Myers Squibb shares in Q4 2021, an estimated $6K.
  • IBEX Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2016 and held it in 8 quarters.
  • IBEX Wealth Advisors's Bristol-Myers Squibb position peaked at $5.72M in Q4 2020.
  • 2,444 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.