PWP
BMY.RT

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

Principle Wealth Partners’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
-10,167
Closed -$7K – 292
2020
Q4 		$7K Buy
+10,167
New +$21.7K ﹤0.01% 272
2020
Q3 		– Sell
-5,743
Closed -$21K – 474
2020
Q2 		$21K Buy
+5,743
New +$20.7K 0.01% 352

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 $1.61B AUM 22.15% 1-Year Est. Return
WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Principle Wealth Partners's BMY.RT Position: Q1 2021 in Review

Principle Wealth Partners sold out of Bristol-Myers Squibb Company Contingent Value Rights (BMY.RT) in Q1 2021, closing a stake of 10,167 shares — an estimated $7K sold.

Principle Wealth Partners first reported a position in BMY.RT in Q2 2020 and held it in 2 quarters. The position peaked at $21K in Q2 2020. 12 funds tracked by Wall St. Rank hold BMY.RT as of Q1 2021.

  • Principle Wealth Partners reported no remaining Bristol-Myers Squibb Company Contingent Value Rights position as of Q1 2021 after selling out during the quarter.
  • Principle Wealth Partners sold 10,167 Bristol-Myers Squibb Company Contingent Value Rights shares in Q1 2021, an estimated $7K.
  • Principle Wealth Partners first reported a position in Bristol-Myers Squibb Company Contingent Value Rights in Q2 2020 and held it in 2 quarters.
  • Principle Wealth Partners's Bristol-Myers Squibb Company Contingent Value Rights position peaked at $21K in Q2 2020.
  • 12 funds tracked by Wall St. Rank held Bristol-Myers Squibb Company Contingent Value Rights as of Q1 2021.

Based on Principle Wealth Partners's 13F filing for Q1 2021, filed 18 May 2021.