MPS Loria Financial Planners’s Bristol-Myers Squibb BMY Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-312	Closed	-$19K	–	159
2021 Q1	$19K	Hold	312	–	–	0.01%	243
2020 Q4	$19K	Buy	312 +112	+56%	+$6.89K	0.01%	239
2020 Q3	$12K	Hold	200	–	–	0.01%	229
2020 Q2	$12K	Buy	+200	New	+$12K	0.01%	235
2017 Q3	–	Sell	-612	Closed	-$35K	–	113
2017 Q2	$35K	Buy	+612	New	+$33.3K	0.02%	180

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

MPS Loria Financial Planners's BMY Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Bristol-Myers Squibb (BMY) in Q2 2021, closing a stake of 312 shares — an estimated $19K sold.

MPS Loria Financial Planners first reported a position in BMY in Q2 2017 and held it in 5 quarters. The position peaked at $35K in Q2 2017. 2,369 funds tracked by Wall St. Rank hold BMY as of Q2 2021.

MPS Loria Financial Planners reported no remaining Bristol-Myers Squibb position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 312 Bristol-Myers Squibb shares in Q2 2021, an estimated $19K.
MPS Loria Financial Planners first reported a position in Bristol-Myers Squibb in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Bristol-Myers Squibb position peaked at $35K in Q2 2017.
2,369 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.