LWA
BMY.RT

Lowe Wealth Advisors’s Bristol-Myers Squibb Company Contingent Value Rights BMY.RT Stock Holding History

Lowe Wealth Advisors’s Portfolio BMY.RT Stock Details BMY.RT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-15
Closed – – 299
2020
Q4 		$0 Hold
15
– – ﹤0.01% 291
2020
Q3 		$0 Hold
15
– – ﹤0.01% 296
2020
Q2 		$0 Hold
15
– – ﹤0.01% 335
2020
Q1 		$0 Hold
15
– – ﹤0.01% 354
2019
Q4 		$0 Buy
+15
New +$39 ﹤0.01% 332

Other funds holding BMY.RT

JCI
Jet Capital Investors New York $51M AUM 48.01% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Lowe Wealth Advisors's BMY.RT Position: Q1 2021 in Review

Lowe Wealth Advisors sold out of Bristol-Myers Squibb Company Contingent Value Rights (BMY.RT) in Q1 2021, closing a stake of 15 shares.

Lowe Wealth Advisors first reported a position in BMY.RT in Q4 2019 and held it in 5 quarters. The position peaked at $0 in Q4 2020. 12 funds tracked by Wall St. Rank hold BMY.RT as of Q1 2021.

  • Lowe Wealth Advisors reported no remaining Bristol-Myers Squibb Company Contingent Value Rights position as of Q1 2021 after selling out during the quarter.
  • Lowe Wealth Advisors sold 15 Bristol-Myers Squibb Company Contingent Value Rights shares in Q1 2021.
  • Lowe Wealth Advisors first reported a position in Bristol-Myers Squibb Company Contingent Value Rights in Q4 2019 and held it in 5 quarters.
  • Lowe Wealth Advisors's Bristol-Myers Squibb Company Contingent Value Rights position peaked at $0 in Q4 2020.
  • 12 funds tracked by Wall St. Rank held Bristol-Myers Squibb Company Contingent Value Rights as of Q1 2021.

Based on Lowe Wealth Advisors's 13F filing for Q1 2021, filed 6 Apr 2021.