Investmark Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

Investmark Advisory Group’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	–	Sell	-2,062	Closed	-$128K	–	118
2021 Q4	$128K	Buy	+2,062	New	+$121K	0.12%	107

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

Investmark Advisory Group's BMY Position: Q1 2022 in Review

Investmark Advisory Group sold out of Bristol-Myers Squibb (BMY) in Q1 2022, closing a stake of 2,062 shares — an estimated $128K sold.

Investmark Advisory Group first reported a position in BMY in Q4 2021 and held it in 1 quarter. The position peaked at $128K in Q4 2021. 2,515 funds tracked by Wall St. Rank hold BMY as of Q1 2022.

Investmark Advisory Group reported no remaining Bristol-Myers Squibb position as of Q1 2022 after selling out during the quarter.
Investmark Advisory Group sold 2,062 Bristol-Myers Squibb shares in Q1 2022, an estimated $128K.
Investmark Advisory Group first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 1 quarter.
Investmark Advisory Group's Bristol-Myers Squibb position peaked at $128K in Q4 2021.
2,515 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.