Independence Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$207K Buy
3,433
+6
+0.2% +$361 0.04% 100
2020
Q2
$202K Buy
+3,427
New +$205K 0.05% 97
2020
Q1
Sell
-3,309
Closed -$212K 156
2019
Q4
$212K Buy
+3,309
New +$190K 0.05% 95

Other funds holding BMY

Independence Advisors's BMY Position: Q3 2020 in Review

Independence Advisors increased its Bristol-Myers Squibb (BMY) stake by 0.18% in Q3 2020, buying an estimated $361 and bringing the position to 3,433 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #100.

Independence Advisors first reported a position in BMY in Q4 2019 and has held it in 3 quarters since. The position peaked at $212K in Q4 2019. 2,214 funds tracked by Wall St. Rank hold BMY as of Q3 2020.

  • Independence Advisors held 3,433 shares of Bristol-Myers Squibb worth $207K as of Q3 2020.
  • Independence Advisors bought 6 Bristol-Myers Squibb shares in Q3 2020, an estimated $361.
  • Bristol-Myers Squibb made up 0.04% of Independence Advisors's portfolio in Q3 2020, its #100 holding.
  • Independence Advisors first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 3 quarters since.
  • Independence Advisors's Bristol-Myers Squibb position peaked at $212K in Q4 2019.
  • 2,214 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.