Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Bristol-Myers Squibb BMY Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-678
Closed -$39.3K – 82
2023
Q3 		$39.3K Buy
+678
New +$41.5K 0.01% 200

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State Street
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
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Legacy Financial Group (Iowa)'s BMY Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Bristol-Myers Squibb (BMY) in Q4 2023, closing a stake of 678 shares — an estimated $39.3K sold.

Legacy Financial Group (Iowa) first reported a position in BMY in Q3 2023 and held it in 1 quarter. The position peaked at $39.3K in Q3 2023. 2,363 funds tracked by Wall St. Rank hold BMY as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Bristol-Myers Squibb position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 678 Bristol-Myers Squibb shares in Q4 2023, an estimated $39.3K.
  • Legacy Financial Group (Iowa) first reported a position in Bristol-Myers Squibb in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Bristol-Myers Squibb position peaked at $39.3K in Q3 2023.
  • 2,363 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.