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Insight Wealth Strategies’s Bristol-Myers Squibb BMY Stock Holding History

Insight Wealth Strategies’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 		– Sell
-6,620
Closed -$418K – 191
2021
Q1 		$418K Buy
6,620
+74
+1% +$4.6K 0.06% 151
2020
Q4 		$406K Sell
6,546
-833
-11% -$51.2K 0.07% 129
2020
Q3 		$445K Buy
+7,379
New +$444K 0.08% 112

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Insight Wealth Strategies's BMY Position: Q2 2021 in Review

Insight Wealth Strategies sold out of Bristol-Myers Squibb (BMY) in Q2 2021, closing a stake of 6,620 shares — an estimated $418K sold.

Insight Wealth Strategies first reported a position in BMY in Q3 2020 and held it in 3 quarters. The position peaked at $445K in Q3 2020. 2,369 funds tracked by Wall St. Rank hold BMY as of Q2 2021.

  • Insight Wealth Strategies reported no remaining Bristol-Myers Squibb position as of Q2 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 6,620 Bristol-Myers Squibb shares in Q2 2021, an estimated $418K.
  • Insight Wealth Strategies first reported a position in Bristol-Myers Squibb in Q3 2020 and held it in 3 quarters.
  • Insight Wealth Strategies's Bristol-Myers Squibb position peaked at $445K in Q3 2020.
  • 2,369 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.