Point View Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Point View Wealth Management’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	$215K	Buy	3,474 +2	+0.1%	+$123	0.09%	244
2020 Q3	$209K	Buy	3,472 +1	+0%	+$60	0.1%	236
2020 Q2	$204K	Buy	+3,471	New	+$208K	0.1%	232
2020 Q1	–	Sell	-3,524	Closed	-$226K	–	255
2019 Q4	$226K	Buy	+3,524	New	+$202K	0.09%	236

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

Point View Wealth Management's BMY Position: Q4 2020 in Review

Point View Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 0.06% in Q4 2020, buying an estimated $123 and bringing the position to 3,474 shares worth $215K. The position accounts for 0.09% of the portfolio, ranked #244.

Point View Wealth Management first reported a position in BMY in Q4 2019 and has held it in 4 quarters since. The position peaked at $226K in Q4 2019. 2,360 funds tracked by Wall St. Rank hold BMY as of Q4 2020.

Point View Wealth Management held 3,474 shares of Bristol-Myers Squibb worth $215K as of Q4 2020.
Point View Wealth Management bought 2 Bristol-Myers Squibb shares in Q4 2020, an estimated $123.
Bristol-Myers Squibb made up 0.09% of Point View Wealth Management's portfolio in Q4 2020, its #244 holding.
Point View Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 4 quarters since.
Point View Wealth Management's Bristol-Myers Squibb position peaked at $226K in Q4 2019.
2,360 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.