Private Capital Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Private Capital 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
2021 Q2	–	Sell	-3,516	Closed	-$222K	–	99
2021 Q1	$222K	Hold	3,516	–	–	0.04%	89
2020 Q4	$218K	Hold	3,516	–	–	0.04%	86
2020 Q3	$212K	Hold	3,516	–	–	0.05%	85
2020 Q2	$207K	Buy	+3,516	New	+$210K	0.05%	80
2020 Q1	–	Sell	-3,516	Closed	-$226K	–	77
2019 Q4	$226K	Buy	+3,516	New	+$201K	0.06%	76
2017 Q4	–	Sell	-7,097	Closed	-$452K	–	104
2017 Q3	$452K	Hold	7,097	–	–	0.15%	84
2017 Q2	$395K	Hold	7,097	–	–	0.13%	103
2017 Q1	$386K	Hold	7,097	–	–	0.13%	96
2016 Q4	$415K	Hold	7,097	–	–	0.14%	92
2016 Q3	$383K	Hold	7,097	–	–	0.14%	91
2016 Q2	$522K	Hold	7,097	–	–	0.2%	78
2016 Q1	$453K	Hold	7,097	–	–	0.2%	78
2015 Q4	$488K	Hold	7,097	–	–	0.21%	81
2015 Q3	$420K	Hold	7,097	–	–	0.18%	91
2015 Q2	$472K	Hold	7,097	–	–	0.15%	105
2015 Q1	$458K	Hold	7,097	–	–	0.17%	93
2014 Q4	$419K	Hold	7,097	–	–	0.16%	89
2014 Q3	$363K	Hold	7,097	–	–	0.12%	101
2014 Q2	$344K	Hold	7,097	–	–	0.11%	98
2014 Q1	$369K	Hold	7,097	–	–	0.14%	84
2013 Q4	$377K	Hold	7,097	–	–	0.13%	88
2013 Q3	$328K	Hold	7,097	–	–	0.12%	93
2013 Q2	$317K	Buy	+7,097	New	+$308K	0.12%	96

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Private Capital Advisors's BMY Position: Q2 2021 in Review

Private Capital Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2021, closing a stake of 3,516 shares — an estimated $222K sold.

Private Capital Advisors first reported a position in BMY in Q2 2013 and held it in 23 quarters. The position peaked at $522K in Q2 2016. 2,369 funds tracked by Wall St. Rank hold BMY as of Q2 2021.

Private Capital Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2021 after selling out during the quarter.
Private Capital Advisors sold 3,516 Bristol-Myers Squibb shares in Q2 2021, an estimated $222K.
Private Capital Advisors first reported a position in Bristol-Myers Squibb in Q2 2013 and held it in 23 quarters.
Private Capital Advisors's Bristol-Myers Squibb position peaked at $522K in Q2 2016.
2,369 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2021.

Based on Private Capital Advisors's 13F filing for Q2 2021, filed 6 Aug 2021.