RDA Financial Network’s Bristol-Myers Squibb BMY Stock Holding History

RDA Financial Network’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 Q3	–	Sell	-2,613	Closed	-$201K	–	201
2022 Q2	$201K	Buy	+2,613	New	+$199K	0.1%	201
2020 Q4	–	Sell	-4,837	Closed	-$292K	–	231
2020 Q3	$292K	Buy	4,837 +697	+17%	+$42K	0.13%	161
2020 Q2	$243K	Buy	+4,140	New	+$248K	0.12%	171
2020 Q1	–	Sell	-4,435	Closed	-$284K	–	194
2019 Q4	$284K	Buy	+4,435	New	+$254K	0.12%	187

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RDA Financial Network's BMY Position: Q3 2022 in Review

RDA Financial Network sold out of Bristol-Myers Squibb (BMY) in Q3 2022, closing a stake of 2,613 shares — an estimated $201K sold.

RDA Financial Network first reported a position in BMY in Q4 2019 and held it in 4 quarters. The position peaked at $292K in Q3 2020. 2,472 funds tracked by Wall St. Rank hold BMY as of Q3 2022.

RDA Financial Network reported no remaining Bristol-Myers Squibb position as of Q3 2022 after selling out during the quarter.
RDA Financial Network sold 2,613 Bristol-Myers Squibb shares in Q3 2022, an estimated $201K.
RDA Financial Network first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 4 quarters.
RDA Financial Network's Bristol-Myers Squibb position peaked at $292K in Q3 2020.
2,472 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2022.

Based on RDA Financial Network's 13F filing for Q3 2022, filed 11 Oct 2022.