OIA
BMY.RT

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

Optimum Investment 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
-3,000
Closed -$2K – 984
2020
Q4 		$2K Sell
3,000
-100
-3% -$213 ﹤0.01% 847
2020
Q3 		$7K Sell
3,100
-300
-9% -$857 ﹤0.01% 744
2020
Q2 		$12K Hold
3,400
– – ﹤0.01% 681
2020
Q1 		$13K Hold
3,400
– – 0.01% 648
2019
Q4 		$10K Buy
+3,400
New +$8.84K ﹤0.01% 782

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 $1.61B AUM 22.15% 1-Year Est. Return
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

Optimum Investment Advisors's BMY.RT Position: Q1 2021 in Review

Optimum Investment Advisors sold out of Bristol-Myers Squibb Company Contingent Value Rights (BMY.RT) in Q1 2021, closing a stake of 3,000 shares — an estimated $2K sold.

Optimum Investment Advisors first reported a position in BMY.RT in Q4 2019 and held it in 5 quarters. The position peaked at $13K in Q1 2020. 12 funds tracked by Wall St. Rank hold BMY.RT as of Q1 2021.

  • Optimum Investment Advisors reported no remaining Bristol-Myers Squibb Company Contingent Value Rights position as of Q1 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 3,000 Bristol-Myers Squibb Company Contingent Value Rights shares in Q1 2021, an estimated $2K.
  • Optimum Investment Advisors first reported a position in Bristol-Myers Squibb Company Contingent Value Rights in Q4 2019 and held it in 5 quarters.
  • Optimum Investment Advisors's Bristol-Myers Squibb Company Contingent Value Rights position peaked at $13K in Q1 2020.
  • 12 funds tracked by Wall St. Rank held Bristol-Myers Squibb Company Contingent Value Rights as of Q1 2021.

Based on Optimum Investment Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.