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Provident Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Provident Wealth Management’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 		– Sell
-23
Closed -$1K – 85
2020
Q3 		$1K Buy
+23
New +$1.38K ﹤0.01% 259

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Provident Wealth Management's BMY Position: Q4 2020 in Review

Provident Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q4 2020, closing a stake of 23 shares — an estimated $1K sold.

Provident Wealth Management first reported a position in BMY in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 2,361 funds tracked by Wall St. Rank hold BMY as of Q4 2020.

  • Provident Wealth Management reported no remaining Bristol-Myers Squibb position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 23 Bristol-Myers Squibb shares in Q4 2020, an estimated $1K.
  • Provident Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's Bristol-Myers Squibb position peaked at $1K in Q3 2020.
  • 2,361 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.