RPg Family Wealth Advisory’s Bristol-Myers Squibb BMY Stock Holding History

RPg Family Wealth Advisory’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
2019 Q4	–	Sell	-370	Closed	-$18.8K	–	273
2019 Q3	$18.8K	Hold	370	–	–	0.01%	233
2019 Q2	$16.8K	Sell	370 -247	-40%	-$11.5K	0.01%	237
2019 Q1	$29.4K	Buy	617 +340	+123%	+$16.9K	0.02%	201
2018 Q4	$14.4K	Hold	277	–	–	0.01%	189
2018 Q3	$17.2K	Buy	+277	New	+$16.4K	0.01%	195
2017 Q1	–	Sell	-195	Closed	-$11.4K	–	277
2016 Q4	$11.4K	Sell	195 -245	-56%	-$13.4K	0.01%	248
2016 Q3	$23.7K	Hold	440	–	–	0.02%	160
2016 Q2	$32.4K	Sell	440 -127	-22%	-$8.97K	0.01%	157
2016 Q1	$36.2K	Buy	+567	New	+$35.8K	0.03%	141

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

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RPg Family Wealth Advisory's BMY Position: Q4 2019 in Review

RPg Family Wealth Advisory sold out of Bristol-Myers Squibb (BMY) in Q4 2019, closing a stake of 370 shares — an estimated $18.8K sold.

RPg Family Wealth Advisory first reported a position in BMY in Q1 2016 and held it in 9 quarters. The position peaked at $36.2K in Q1 2016. 2,219 funds tracked by Wall St. Rank hold BMY as of Q4 2019.

RPg Family Wealth Advisory reported no remaining Bristol-Myers Squibb position as of Q4 2019 after selling out during the quarter.
RPg Family Wealth Advisory sold 370 Bristol-Myers Squibb shares in Q4 2019, an estimated $18.8K.
RPg Family Wealth Advisory first reported a position in Bristol-Myers Squibb in Q1 2016 and held it in 9 quarters.
RPg Family Wealth Advisory's Bristol-Myers Squibb position peaked at $36.2K in Q1 2016.
2,219 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2019.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2019, filed 12 Feb 2020.