IFG
BMY.RT

Independent Financial Group’s Bristol-Myers Squibb Company Contingent Value Rights BMY.RT Stock Holding History

Independent Financial Group’s Portfolio BMY.RT Stock Details BMY.RT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-13,738
Closed -$9.48K – 684
2020
Q4 		$9.48K Sell
13,738
-1,737
-11% -$3.7K ﹤0.01% 566
2020
Q3 		$34.8K Buy
15,475
+232
+2% +$663 0.01% 505
2020
Q2 		$54.6K Buy
15,243
+1,666
+12% +$6.01K 0.01% 471
2020
Q1 		$51.6K Buy
+13,577
New +$44.7K 0.02% 403

Other funds holding BMY.RT

JCI
Jet Capital Investors New York $51M AUM 48.01% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.61B AUM 22.15% 1-Year Est. Return
WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Independent Financial Group's BMY.RT Position: Q1 2021 in Review

Independent Financial Group sold out of Bristol-Myers Squibb Company Contingent Value Rights (BMY.RT) in Q1 2021, closing a stake of 13,738 shares — an estimated $9.48K sold.

Independent Financial Group first reported a position in BMY.RT in Q1 2020 and held it in 4 quarters. The position peaked at $54.6K in Q2 2020. 12 funds tracked by Wall St. Rank hold BMY.RT as of Q1 2021.

  • Independent Financial Group reported no remaining Bristol-Myers Squibb Company Contingent Value Rights position as of Q1 2021 after selling out during the quarter.
  • Independent Financial Group sold 13,738 Bristol-Myers Squibb Company Contingent Value Rights shares in Q1 2021, an estimated $9.48K.
  • Independent Financial Group first reported a position in Bristol-Myers Squibb Company Contingent Value Rights in Q1 2020 and held it in 4 quarters.
  • Independent Financial Group's Bristol-Myers Squibb Company Contingent Value Rights position peaked at $54.6K in Q2 2020.
  • 12 funds tracked by Wall St. Rank held Bristol-Myers Squibb Company Contingent Value Rights as of Q1 2021.

Based on Independent Financial Group's 13F filing for Q1 2021, filed 15 Jun 2026.