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MFA Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

MFA Wealth 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
2024
Q4 		– Sell
-934
Closed -$48.3K – 113
2024
Q3 		$48.3K Hold
934
– – 0.01% 183
2024
Q2 		$38.8K Buy
+934
New +$41.8K 0.01% 201

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MFA Wealth Advisors's BMY Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2024, closing a stake of 934 shares — an estimated $48.3K sold.

MFA Wealth Advisors first reported a position in BMY in Q2 2024 and held it in 2 quarters. The position peaked at $48.3K in Q3 2024. 2,493 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 934 Bristol-Myers Squibb shares in Q4 2024, an estimated $48.3K.
  • MFA Wealth Advisors first reported a position in Bristol-Myers Squibb in Q2 2024 and held it in 2 quarters.
  • MFA Wealth Advisors's Bristol-Myers Squibb position peaked at $48.3K in Q3 2024.
  • 2,493 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.