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

IndexIQ 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
2022 Q1	$454K	Buy	6,216 +2,414	+63%	+$162K	0.02%	422
2021 Q4	$237K	Buy	3,802 +1,405	+59%	+$82.4K	0.01%	1004
2021 Q3	$142K	Sell	2,397 -46	-2%	-$3.03K	﹤0.01%	1069
2021 Q2	$163K	Sell	2,443 -400	-14%	-$26.1K	0.01%	1053
2021 Q1	$179K	Sell	2,843 -31,136	-92%	-$1.94M	0.01%	1032
2020 Q4	$2.11M	Sell	33,979 -16,874	-33%	-$1.04M	0.08%	182
2020 Q3	$3.07M	Buy	50,853 +9,991	+24%	+$601K	0.13%	112
2020 Q2	$2.4M	Buy	40,862 +3,744	+10%	+$224K	0.11%	137
2020 Q1	$2.07M	Buy	37,118 +36,551	+6,446%	+$2.23M	0.1%	95
2019 Q4	$36K	Buy	+567	New	+$32.5K	﹤0.01%	567

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

IndexIQ Advisors's BMY Position: Q1 2022 in Review

IndexIQ Advisors increased its Bristol-Myers Squibb (BMY) stake by 63% in Q1 2022, buying an estimated $162K and bringing the position to 6,216 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #422.

IndexIQ Advisors first reported a position in BMY in Q4 2019 and has held it in 10 quarters since. The position peaked at $3.07M in Q3 2020. 2,515 funds tracked by Wall St. Rank hold BMY as of Q1 2022.

IndexIQ Advisors held 6,216 shares of Bristol-Myers Squibb worth $454K as of Q1 2022.
IndexIQ Advisors bought 2,414 Bristol-Myers Squibb shares in Q1 2022, an estimated $162K.
Bristol-Myers Squibb made up 0.02% of IndexIQ Advisors's portfolio in Q1 2022, its #422 holding.
IndexIQ Advisors first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 10 quarters since.
IndexIQ Advisors's Bristol-Myers Squibb position peaked at $3.07M in Q3 2020.
2,515 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.