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MBE Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

MBE Wealth Management’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
-745
Closed -$41K – 102
2020
Q1 		$41K Buy
+745
New +$45.5K 0.04% 142

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

MBE Wealth Management's BMY Position: Q2 2020 in Review

MBE Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q2 2020, closing a stake of 745 shares — an estimated $41K sold.

MBE Wealth Management first reported a position in BMY in Q1 2020 and held it in 1 quarter. The position peaked at $41K in Q1 2020. 2,189 funds tracked by Wall St. Rank hold BMY as of Q2 2020.

  • MBE Wealth Management reported no remaining Bristol-Myers Squibb position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 745 Bristol-Myers Squibb shares in Q2 2020, an estimated $41K.
  • MBE Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Bristol-Myers Squibb position peaked at $41K in Q1 2020.
  • 2,189 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.