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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$321K Buy
+5,091
New +$317K 0.01% 198
2016
Q1
– Sell
-3,429
Closed -$235K – 115
2015
Q4
$235K Buy
+3,429
New +$227K 0.02% 99

Other funds holding BMY

Pinnacle Advisory Group's BMY Position: Q1 2021 in Review

Pinnacle Advisory Group opened a new position in Bristol-Myers Squibb (BMY) in Q1 2021: 5,091 shares worth $321K. The stake represents 0.01% of the portfolio and ranks #198 among its holdings. This is a return to the name: Pinnacle Advisory Group previously reported a position in BMY as recently as Q4 2015.

Pinnacle Advisory Group first reported a position in BMY in Q4 2015 and has held it in 2 quarters since. 2,370 funds tracked by Wall St. Rank hold BMY as of Q1 2021.

  • Pinnacle Advisory Group held 5,091 shares of Bristol-Myers Squibb worth $321K as of Q1 2021.
  • Bristol-Myers Squibb was a new Pinnacle Advisory Group position in Q1 2021.
  • Bristol-Myers Squibb made up 0.01% of Pinnacle Advisory Group's portfolio in Q1 2021, its #198 holding.
  • Pinnacle Advisory Group first reported a position in Bristol-Myers Squibb in Q4 2015 and has held it in 2 quarters since.
  • 2,370 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.