Private Wealth Advisors (California)’s Bristol-Myers Squibb BMY Stock Holding History

Private Wealth Advisors (California)’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 Q4	–	Sell	-20,166	Closed	-$1.14M	–	100
2021 Q3	$1.14M	Sell	20,166 -79	-0.4%	-$5.2K	0.27%	65
2021 Q2	$1.35M	Buy	20,245 +2,048	+11%	+$134K	0.41%	47
2021 Q1	$1.15M	Buy	18,197 +1,785	+11%	+$111K	0.39%	42
2020 Q4	$1.06M	Buy	16,412 +648	+4%	+$39.8K	0.37%	42
2020 Q3	$950K	Buy	+15,764	New	+$949K	0.49%	30

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

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

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

Private Wealth Advisors (California)'s BMY Position: Q4 2021 in Review

Private Wealth Advisors (California) sold out of Bristol-Myers Squibb (BMY) in Q4 2021, closing a stake of 20,166 shares — an estimated $1.14M sold.

Private Wealth Advisors (California) first reported a position in BMY in Q3 2020 and held it in 5 quarters. The position peaked at $1.35M in Q2 2021. 2,444 funds tracked by Wall St. Rank hold BMY as of Q4 2021.

Private Wealth Advisors (California) reported no remaining Bristol-Myers Squibb position as of Q4 2021 after selling out during the quarter.
Private Wealth Advisors (California) sold 20,166 Bristol-Myers Squibb shares in Q4 2021, an estimated $1.14M.
Private Wealth Advisors (California) first reported a position in Bristol-Myers Squibb in Q3 2020 and held it in 5 quarters.
Private Wealth Advisors (California)'s Bristol-Myers Squibb position peaked at $1.35M in Q2 2021.
2,444 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2021.

Based on Private Wealth Advisors (California)'s 13F filing for Q4 2021, filed 11 Feb 2022.