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Leverty Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Leverty Financial Group’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
2022
Q1 		– Sell
-600
Closed -$37K – 36
2021
Q4 		$37K Buy
+600
New +$35.2K 0.03% 57

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Leverty Financial Group's BMY Position: Q1 2022 in Review

Leverty Financial Group sold out of Bristol-Myers Squibb (BMY) in Q1 2022, closing a stake of 600 shares — an estimated $37K sold.

Leverty Financial Group first reported a position in BMY in Q4 2021 and held it in 1 quarter. The position peaked at $37K in Q4 2021. 2,515 funds tracked by Wall St. Rank hold BMY as of Q1 2022.

  • Leverty Financial Group reported no remaining Bristol-Myers Squibb position as of Q1 2022 after selling out during the quarter.
  • Leverty Financial Group sold 600 Bristol-Myers Squibb shares in Q1 2022, an estimated $37K.
  • Leverty Financial Group first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 1 quarter.
  • Leverty Financial Group's Bristol-Myers Squibb position peaked at $37K in Q4 2021.
  • 2,515 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2022.

Based on Leverty Financial Group's 13F filing for Q1 2022, filed 20 Apr 2022.