Jupiter Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Jupiter Wealth Management’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
2020 Q3	–	Sell	-8,180	Closed	-$486K	–	71
2020 Q2	$486K	Hold	8,180	–	–	0.24%	50
2020 Q1	$493K	Hold	8,180	–	–	0.29%	46
2019 Q4	$543K	Buy	8,180 +180	+2%	+$10.3K	0.26%	52
2019 Q3	$406K	Hold	8,000	–	–	0.22%	56
2019 Q2	$353K	Hold	8,000	–	–	0.17%	62
2019 Q1	$364K	Buy	+8,000	New	+$399K	0.18%	59

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Jupiter Wealth Management's BMY Position: Q3 2020 in Review

Jupiter Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q3 2020, closing a stake of 8,180 shares — an estimated $486K sold.

Jupiter Wealth Management first reported a position in BMY in Q1 2019 and held it in 6 quarters. The position peaked at $543K in Q4 2019. 2,214 funds tracked by Wall St. Rank hold BMY as of Q3 2020.

Jupiter Wealth Management reported no remaining Bristol-Myers Squibb position as of Q3 2020 after selling out during the quarter.
Jupiter Wealth Management sold 8,180 Bristol-Myers Squibb shares in Q3 2020, an estimated $486K.
Jupiter Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2019 and held it in 6 quarters.
Jupiter Wealth Management's Bristol-Myers Squibb position peaked at $543K in Q4 2019.
2,214 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2020.

Based on Jupiter Wealth Management's 13F filing for Q3 2020, filed 19 Nov 2020.