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Professional Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Professional Financial 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
2022
Q4 		– Sell
-100
Closed -$7K – 120
2022
Q3 		$7K Hold
100
– – ﹤0.01% 318
2022
Q2 		$8K Hold
100
– – ﹤0.01% 313
2022
Q1 		$7K Hold
100
– – ﹤0.01% 346
2021
Q4 		$6K Hold
100
– – ﹤0.01% 355
2021
Q3 		$6K Hold
100
– – ﹤0.01% 301
2021
Q2 		$7K Hold
100
– – ﹤0.01% 296
2021
Q1 		$6K Hold
100
– – ﹤0.01% 274
2020
Q4 		$6K Buy
+100
New +$6.15K ﹤0.01% 274

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Professional Financial Advisors's BMY Position: Q4 2022 in Review

Professional Financial Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2022, closing a stake of 100 shares — an estimated $7K sold.

Professional Financial Advisors first reported a position in BMY in Q4 2020 and held it in 8 quarters. The position peaked at $8K in Q2 2022. 2,600 funds tracked by Wall St. Rank hold BMY as of Q4 2022.

  • Professional Financial Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 100 Bristol-Myers Squibb shares in Q4 2022, an estimated $7K.
  • Professional Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 8 quarters.
  • Professional Financial Advisors's Bristol-Myers Squibb position peaked at $8K in Q2 2022.
  • 2,600 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.