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

Rockwood 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
2022
Q1 		– Sell
-36,622
Closed -$2.28M – 83
2021
Q4 		$2.28M Buy
+36,622
New +$2.15M 1.01% 7

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Rockwood Wealth Management's BMY Position: Q1 2022 in Review

Rockwood Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q1 2022, closing a stake of 36,622 shares — an estimated $2.28M sold.

Rockwood Wealth Management first reported a position in BMY in Q4 2021 and held it in 1 quarter. The position peaked at $2.28M in Q4 2021. 2,515 funds tracked by Wall St. Rank hold BMY as of Q1 2022.

  • Rockwood Wealth Management reported no remaining Bristol-Myers Squibb position as of Q1 2022 after selling out during the quarter.
  • Rockwood Wealth Management sold 36,622 Bristol-Myers Squibb shares in Q1 2022, an estimated $2.28M.
  • Rockwood Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 1 quarter.
  • Rockwood Wealth Management's Bristol-Myers Squibb position peaked at $2.28M in Q4 2021.
  • 2,515 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2022.

Based on Rockwood Wealth Management's 13F filing for Q1 2022, filed 20 Jul 2023.