Paladin Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

Paladin Advisory Group’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	-575	Closed	-$41.4K	–	296
2022 Q4	$41.4K	Buy	575 +4	+0.7%	+$302	0.04%	164
2022 Q3	$40K	Buy	571 +4	+0.7%	+$290	0.04%	166
2022 Q2	$43K	Buy	+567	New	+$43.2K	0.04%	170
2022 Q1	–	Sell	-1,108	Closed	-$69K	–	306
2021 Q4	$69K	Buy	+1,108	New	+$65K	0.06%	157

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

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

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

Norges Bank Oslo, Norway $935B AUM

Paladin Advisory Group's BMY Position: Q3 2023 in Review

Paladin Advisory Group sold out of Bristol-Myers Squibb (BMY) in Q3 2023, closing a stake of 585 shares — an estimated $37.4K sold.

Paladin Advisory Group first reported a position in BMY in Q1 2022 and held it in 3 quarters. The position peaked at $41K in Q1 2022. 2,387 funds tracked by Wall St. Rank hold BMY as of Q3 2023.

Paladin Advisory Group reported no remaining Bristol-Myers Squibb position as of Q3 2023 after selling out during the quarter.
Paladin Advisory Group sold 585 Bristol-Myers Squibb shares in Q3 2023, an estimated $37.4K.
Paladin Advisory Group first reported a position in Bristol-Myers Squibb in Q1 2022 and held it in 3 quarters.
Paladin Advisory Group's Bristol-Myers Squibb position peaked at $41K in Q1 2022.
2,387 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2023.

Based on Paladin Advisory Group's 13F filing for Q3 2023, filed 17 Oct 2023.