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

Lake Point 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 Q1	$6K	Hold	108	–	–	0.01%	145
2019 Q4	$7K	Buy	+108	New	+$6.18K	﹤0.01%	309
2019 Q1	–	Sell	-5,263	Closed	-$274K	–	694
2018 Q4	$274K	Buy	+5,263	New	+$283K	0.1%	112

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Point Wealth Management's BMY Position: Q1 2020 in Review

Lake Point Wealth Management held its Bristol-Myers Squibb (BMY) position steady in Q1 2020 at 108 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #145.

Lake Point Wealth Management first reported a position in BMY in Q4 2018 and has held it in 3 quarters since. The position peaked at $274K in Q4 2018. 2,149 funds tracked by Wall St. Rank hold BMY as of Q1 2020.

Lake Point Wealth Management held 108 shares of Bristol-Myers Squibb worth $6K as of Q1 2020.
Lake Point Wealth Management left its Bristol-Myers Squibb share count unchanged in Q1 2020.
Bristol-Myers Squibb made up 0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #145 holding.
Lake Point Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 3 quarters since.
Lake Point Wealth Management's Bristol-Myers Squibb position peaked at $274K in Q4 2018.
2,149 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.