Platte River Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Platte River Wealth 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
2020 Q4	–	Sell	-3,771	Closed	-$227K	–	88
2020 Q3	$227K	Sell	3,771 -30,319	-89%	-$1.82M	0.12%	79
2020 Q2	$2.05M	Buy	+34,090	New	+$2.04M	1.13%	25
2019 Q4	$1.68M	Buy	+26,625	New	+$1.52M	0.88%	31

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Platte River Wealth Advisors's BMY Position: Q4 2020 in Review

Platte River Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2020, closing a stake of 3,771 shares — an estimated $227K sold.

Platte River Wealth Advisors first reported a position in BMY in Q4 2019 and held it in 3 quarters. The position peaked at $2.05M in Q2 2020. 2,359 funds tracked by Wall St. Rank hold BMY as of Q4 2020.

Platte River Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2020 after selling out during the quarter.
Platte River Wealth Advisors sold 3,771 Bristol-Myers Squibb shares in Q4 2020, an estimated $227K.
Platte River Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 3 quarters.
Platte River Wealth Advisors's Bristol-Myers Squibb position peaked at $2.05M in Q2 2020.
2,359 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2020.

Based on Platte River Wealth Advisors's 13F filing for Q4 2020, filed 22 Jan 2021.