Kapitalo Investimentos’s Bristol-Myers Squibb BMY Stock Holding History

Kapitalo Investimentos’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
2024 Q1	–	Sell	-5,737	Closed	-$294K	–	303
2023 Q4	$294K	Sell	5,737 -2,526	-31%	-$133K	0.06%	195
2023 Q3	$480K	Buy	8,263 +6,344	+331%	+$389K	0.07%	110
2023 Q2	$123K	Buy	1,919 +349	+22%	+$23.4K	0.02%	322
2023 Q1	$109K	Buy	+1,570	New	+$111K	0.04%	321

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kapitalo Investimentos's BMY Position: Q1 2024 in Review

Kapitalo Investimentos sold out of Bristol-Myers Squibb (BMY) in Q1 2024, closing a stake of 5,737 shares — an estimated $294K sold.

Kapitalo Investimentos first reported a position in BMY in Q1 2023 and held it in 4 quarters. The position peaked at $480K in Q3 2023. 2,339 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

Kapitalo Investimentos reported no remaining Bristol-Myers Squibb position as of Q1 2024 after selling out during the quarter.
Kapitalo Investimentos sold 5,737 Bristol-Myers Squibb shares in Q1 2024, an estimated $294K.
Kapitalo Investimentos first reported a position in Bristol-Myers Squibb in Q1 2023 and held it in 4 quarters.
Kapitalo Investimentos's Bristol-Myers Squibb position peaked at $480K in Q3 2023.
2,339 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.