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

Private Wealth Advisors (Pennsylvania)’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	$474K	Buy	7,646 +1,059	+16%	+$65.1K	0.27%	66
2020 Q3	$397K	Sell	6,587 -261	-4%	-$15.7K	0.25%	67
2020 Q2	$403K	Hold	6,848	–	–	0.28%	64
2020 Q1	$413K	Sell	6,848 -26	-0.4%	-$1.59K	0.31%	61
2019 Q4	$446K	Buy	+6,874	New	+$394K	0.24%	86
2019 Q3	–	Sell	-5,229	Closed	-$237K	–	136
2019 Q2	$237K	Buy	5,229 +167	+3%	+$7.78K	0.08%	131
2019 Q1	$242K	Buy	5,062 +189	+4%	+$9.41K	0.09%	123
2018 Q4	$253K	Buy	4,873 +232	+5%	+$12.5K	0.11%	118
2018 Q3	$288K	Hold	4,641	–	–	0.11%	119
2018 Q2	$257K	Sell	4,641 -200	-4%	-$10.8K	0.1%	118
2018 Q1	$306K	Sell	4,841 -75	-2%	-$4.83K	0.12%	110
2017 Q4	$301K	Hold	4,916	–	–	0.12%	114
2017 Q3	$313K	Hold	4,916	–	–	0.13%	110
2017 Q2	$274K	Buy	4,916 +699	+17%	+$38K	0.12%	111
2017 Q1	$229K	Buy	4,217 +360	+9%	+$19.7K	0.1%	114
2016 Q4	$225K	Buy	+3,857	New	+$211K	0.1%	114

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

Private Wealth Advisors (Pennsylvania)'s BMY Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) increased its Bristol-Myers Squibb (BMY) stake by 16% in Q4 2020, buying an estimated $65.1K and bringing the position to 7,646 shares worth $474K. The position accounts for 0.27% of the portfolio, ranked #66.

Private Wealth Advisors (Pennsylvania) first reported a position in BMY in Q4 2016 and has held it in 16 quarters since. 2,359 funds tracked by Wall St. Rank hold BMY as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 7,646 shares of Bristol-Myers Squibb worth $474K as of Q4 2020.
Private Wealth Advisors (Pennsylvania) bought 1,059 Bristol-Myers Squibb shares in Q4 2020, an estimated $65.1K.
Bristol-Myers Squibb made up 0.27% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #66 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 16 quarters since.
2,359 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.