PWA
BMY.RT

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

Phoenix Wealth 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
-310
Closed – – 370
2020
Q4 		$0 Buy
+310
New +$660 ﹤0.01% 343

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 $1.82B AUM
WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Phoenix Wealth Advisors's BMY.RT Position: Q1 2021 in Review

Phoenix Wealth Advisors sold out of Bristol-Myers Squibb Company Contingent Value Rights (BMY.RT) in Q1 2021, closing a stake of 310 shares.

Phoenix Wealth Advisors first reported a position in BMY.RT in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 12 funds tracked by Wall St. Rank hold BMY.RT as of Q1 2021.

  • Phoenix Wealth Advisors reported no remaining Bristol-Myers Squibb Company Contingent Value Rights position as of Q1 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 310 Bristol-Myers Squibb Company Contingent Value Rights shares in Q1 2021.
  • Phoenix Wealth Advisors first reported a position in Bristol-Myers Squibb Company Contingent Value Rights in Q4 2020 and held it in 1 quarter.
  • Phoenix Wealth Advisors's Bristol-Myers Squibb Company Contingent Value Rights position peaked at $0 in Q4 2020.
  • 12 funds tracked by Wall St. Rank held Bristol-Myers Squibb Company Contingent Value Rights as of Q1 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.