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Planning Solutions Group’s Bristol-Myers Squibb BMY Stock Holding History

Planning Solutions 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
2019
Q2 		$552K Sell
12,165
-218
-2% -$10.2K 0.28% 67
2019
Q1 		$591K Hold
12,383
– – 0.32% 64
2018
Q4 		$644K Buy
+12,383
New +$665K 0.39% 51

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Planning Solutions Group's BMY Position: Q2 2019 in Review

Planning Solutions Group reduced its Bristol-Myers Squibb (BMY) stake by 1.8% in Q2 2019, selling an estimated $10.2K and leaving 12,165 shares worth $552K. The position accounts for 0.28% of the portfolio, ranked #67.

Planning Solutions Group first reported a position in BMY in Q4 2018 and has held it in 3 quarters since. The position peaked at $644K in Q4 2018. 1,777 funds tracked by Wall St. Rank hold BMY as of Q2 2019.

  • Planning Solutions Group held 12,165 shares of Bristol-Myers Squibb worth $552K as of Q2 2019.
  • Planning Solutions Group sold 218 Bristol-Myers Squibb shares in Q2 2019, an estimated $10.2K.
  • Bristol-Myers Squibb made up 0.28% of Planning Solutions Group's portfolio in Q2 2019, its #67 holding.
  • Planning Solutions Group first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's Bristol-Myers Squibb position peaked at $644K in Q4 2018.
  • 1,777 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.