JWA
BMY.RT

JFS Wealth Advisors’s Bristol-Myers Squibb Company Contingent Value Rights BMY.RT Stock Holding History

JFS Wealth Advisors’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
-1,232
Closed -$1K – 646
2020
Q4 		$1K Hold
1,232
– – ﹤0.01% 567
2020
Q3 		$3K Hold
1,232
– – ﹤0.01% 500
2020
Q2 		$5K Hold
1,232
– – ﹤0.01% 434
2020
Q1 		$5K Hold
1,232
– – ﹤0.01% 396
2019
Q4 		$4K Buy
+1,232
New +$3.2K ﹤0.01% 428

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

JFS Wealth Advisors's BMY.RT Position: Q1 2021 in Review

JFS Wealth Advisors sold out of Bristol-Myers Squibb Company Contingent Value Rights (BMY.RT) in Q1 2021, closing a stake of 1,232 shares — an estimated $1K sold.

JFS Wealth Advisors first reported a position in BMY.RT in Q4 2019 and held it in 5 quarters. The position peaked at $5K in Q2 2020. 12 funds tracked by Wall St. Rank hold BMY.RT as of Q1 2021.

  • JFS Wealth Advisors reported no remaining Bristol-Myers Squibb Company Contingent Value Rights position as of Q1 2021 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,232 Bristol-Myers Squibb Company Contingent Value Rights shares in Q1 2021, an estimated $1K.
  • JFS Wealth Advisors first reported a position in Bristol-Myers Squibb Company Contingent Value Rights in Q4 2019 and held it in 5 quarters.
  • JFS Wealth Advisors's Bristol-Myers Squibb Company Contingent Value Rights position peaked at $5K in Q2 2020.
  • 12 funds tracked by Wall St. Rank held Bristol-Myers Squibb Company Contingent Value Rights as of Q1 2021.

Based on JFS Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.