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Paradigm Strategies in Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Paradigm Strategies in Wealth Management’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
Q3 		– Sell
-1,540
Closed -$103K – 68
2021
Q2 		$103K Hold
1,540
– – 0.09% 72
2021
Q1 		$97K Buy
+1,540
New +$95.8K 0.09% 70

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Paradigm Strategies in Wealth Management's BMY Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q3 2021, closing a stake of 1,540 shares — an estimated $103K sold.

Paradigm Strategies in Wealth Management first reported a position in BMY in Q1 2021 and held it in 2 quarters. The position peaked at $103K in Q2 2021. 2,293 funds tracked by Wall St. Rank hold BMY as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining Bristol-Myers Squibb position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 1,540 Bristol-Myers Squibb shares in Q3 2021, an estimated $103K.
  • Paradigm Strategies in Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's Bristol-Myers Squibb position peaked at $103K in Q2 2021.
  • 2,293 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.