Pathway Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Pathway Financial Advisors’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
2022 Q3	–	Sell	-2,731	Closed	-$210K	–	131
2022 Q2	$210K	Buy	+2,731	New	+$208K	0.09%	125
2020 Q2	–	Sell	-3,665	Closed	-$204K	–	99
2020 Q1	$204K	Hold	3,665	–	–	0.07%	94
2019 Q4	$247K	Buy	+3,665	New	+$210K	0.07%	106
2018 Q3	–	Sell	-1,615	Closed	-$89K	–	132
2018 Q2	$89K	Hold	1,615	–	–	0.05%	167
2018 Q1	$102K	Hold	1,615	–	–	0.06%	158
2017 Q4	$99K	Buy	+1,615	New	+$101K	0.06%	162

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

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

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

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

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

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

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

Pathway Financial Advisors's BMY Position: Q3 2022 in Review

Pathway Financial Advisors sold out of Bristol-Myers Squibb (BMY) in Q3 2022, closing a stake of 2,731 shares — an estimated $210K sold.

Pathway Financial Advisors first reported a position in BMY in Q4 2017 and held it in 6 quarters. The position peaked at $247K in Q4 2019. 2,469 funds tracked by Wall St. Rank hold BMY as of Q3 2022.

Pathway Financial Advisors reported no remaining Bristol-Myers Squibb position as of Q3 2022 after selling out during the quarter.
Pathway Financial Advisors sold 2,731 Bristol-Myers Squibb shares in Q3 2022, an estimated $210K.
Pathway Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2017 and held it in 6 quarters.
Pathway Financial Advisors's Bristol-Myers Squibb position peaked at $247K in Q4 2019.
2,469 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2022.

Based on Pathway Financial Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.