Key Financial Inc’s Bristol-Myers Squibb Company Contingent Value Rights BMY.RT Stock Holding History

Key Financial Inc’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	-1,536	Closed	-$1K	–	820
2020 Q4	$1K	Buy	+1,536	New	+$3.27K	﹤0.01%	709
2020 Q2	–	Sell	-1,500	Closed	-$5K	–	715
2020 Q1	$5K	Buy	+1,500	New	+$4.94K	0.01%	517

Other funds holding BMY.RT

JCI

Jet Capital Investors New York $51M AUM 48.01% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

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

Key Financial Inc's BMY.RT Position: Q1 2021 in Review

Key Financial Inc sold out of Bristol-Myers Squibb Company Contingent Value Rights (BMY.RT) in Q1 2021, closing a stake of 1,536 shares — an estimated $1K sold.

Key Financial Inc first reported a position in BMY.RT in Q1 2020 and held it in 2 quarters. The position peaked at $5K in Q1 2020. 12 funds tracked by Wall St. Rank hold BMY.RT as of Q1 2021.

Key Financial Inc reported no remaining Bristol-Myers Squibb Company Contingent Value Rights position as of Q1 2021 after selling out during the quarter.
Key Financial Inc sold 1,536 Bristol-Myers Squibb Company Contingent Value Rights shares in Q1 2021, an estimated $1K.
Key Financial Inc first reported a position in Bristol-Myers Squibb Company Contingent Value Rights in Q1 2020 and held it in 2 quarters.
Key Financial Inc's Bristol-Myers Squibb Company Contingent Value Rights position peaked at $5K in Q1 2020.
12 funds tracked by Wall St. Rank held Bristol-Myers Squibb Company Contingent Value Rights as of Q1 2021.

Based on Key Financial Inc's 13F filing for Q1 2021, filed 30 Apr 2021.