My Personal CFO LLC’s Bristol-Myers Squibb BMY Stock Holding History

My Personal CFO LLC’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
2023 Q1	–	Sell	-480	Closed	-$34.5K	–	162
2022 Q4	$34.5K	Buy	+480	New	+$36.2K	0.03%	158

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

My Personal CFO LLC's BMY Position: Q1 2023 in Review

My Personal CFO LLC sold out of Bristol-Myers Squibb (BMY) in Q1 2023, closing a stake of 480 shares — an estimated $34.5K sold.

My Personal CFO LLC first reported a position in BMY in Q4 2022 and held it in 1 quarter. The position peaked at $34.5K in Q4 2022. 2,540 funds tracked by Wall St. Rank hold BMY as of Q1 2023.

My Personal CFO LLC reported no remaining Bristol-Myers Squibb position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 480 Bristol-Myers Squibb shares in Q1 2023, an estimated $34.5K.
My Personal CFO LLC first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Bristol-Myers Squibb position peaked at $34.5K in Q4 2022.
2,540 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.