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Legend Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Legend Financial Advisors’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
Q2 		– Sell
-33
Closed -$2.29K – 212
2023
Q1 		$2.29K Hold
33
– – ﹤0.01% 208
2022
Q4 		$2.37K Hold
33
– – ﹤0.01% 216
2022
Q3 		$2.35K Buy
+33
New +$2.39K ﹤0.01% 204

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Legend Financial Advisors's BMY Position: Q2 2023 in Review

Legend Financial Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2023, closing a stake of 33 shares — an estimated $2.29K sold.

Legend Financial Advisors first reported a position in BMY in Q3 2022 and held it in 3 quarters. The position peaked at $2.37K in Q4 2022. 2,480 funds tracked by Wall St. Rank hold BMY as of Q2 2023.

  • Legend Financial Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 33 Bristol-Myers Squibb shares in Q2 2023, an estimated $2.29K.
  • Legend Financial Advisors first reported a position in Bristol-Myers Squibb in Q3 2022 and held it in 3 quarters.
  • Legend Financial Advisors's Bristol-Myers Squibb position peaked at $2.37K in Q4 2022.
  • 2,480 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2023.

Based on Legend Financial Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.