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Legacy Wealth Partners (California)’s Bristol-Myers Squibb BMY Stock Holding History

Legacy Wealth Partners (California)’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
Q2 		– Sell
-9,627
Closed -$537K – 98
2020
Q1 		$537K Sell
9,627
-199
-2% -$12.2K 0.5% 36
2019
Q4 		$645K Buy
+9,826
New +$563K 0.47% 47

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legacy Wealth Partners (California)'s BMY Position: Q2 2020 in Review

Legacy Wealth Partners (California) sold out of Bristol-Myers Squibb (BMY) in Q2 2020, closing a stake of 9,627 shares — an estimated $537K sold.

Legacy Wealth Partners (California) first reported a position in BMY in Q4 2019 and held it in 2 quarters. The position peaked at $645K in Q4 2019. 2,189 funds tracked by Wall St. Rank hold BMY as of Q2 2020.

  • Legacy Wealth Partners (California) reported no remaining Bristol-Myers Squibb position as of Q2 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 9,627 Bristol-Myers Squibb shares in Q2 2020, an estimated $537K.
  • Legacy Wealth Partners (California) first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 2 quarters.
  • Legacy Wealth Partners (California)'s Bristol-Myers Squibb position peaked at $645K in Q4 2019.
  • 2,189 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2020, filed 5 Aug 2020.