SFA
BMY.RT

Sequoia Financial Advisors’s Bristol-Myers Squibb Company Contingent Value Rights BMY.RT Stock Holding History

Sequoia Financial Advisors’s Portfolio BMY.RT Stock Details BMY.RT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-43,956
Closed -$30K – 467
2020
Q4 		$30K Sell
43,956
-628
-1% -$1.34K ﹤0.01% 415
2020
Q3 		$100K Sell
44,584
-1,249
-3% -$3.57K 0.01% 375
2020
Q2 		$165K Sell
45,833
-302
-0.7% -$1.09K 0.01% 352
2020
Q1 		$176K Sell
46,135
-3,026
-6% -$9.97K 0.01% 333
2019
Q4 		$148K Buy
+49,161
New +$128K 0.01% 369

Other funds holding BMY.RT

JCI
Jet Capital Investors New York $51M AUM 48.01% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.61B AUM 22.15% 1-Year Est. Return
WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Sequoia Financial Advisors's BMY.RT Position: Q1 2021 in Review

Sequoia Financial Advisors sold out of Bristol-Myers Squibb Company Contingent Value Rights (BMY.RT) in Q1 2021, closing a stake of 43,956 shares — an estimated $30K sold.

Sequoia Financial Advisors first reported a position in BMY.RT in Q4 2019 and held it in 5 quarters. The position peaked at $176K in Q1 2020. 12 funds tracked by Wall St. Rank hold BMY.RT as of Q1 2021.

  • Sequoia Financial Advisors reported no remaining Bristol-Myers Squibb Company Contingent Value Rights position as of Q1 2021 after selling out during the quarter.
  • Sequoia Financial Advisors sold 43,956 Bristol-Myers Squibb Company Contingent Value Rights shares in Q1 2021, an estimated $30K.
  • Sequoia Financial Advisors first reported a position in Bristol-Myers Squibb Company Contingent Value Rights in Q4 2019 and held it in 5 quarters.
  • Sequoia Financial Advisors's Bristol-Myers Squibb Company Contingent Value Rights position peaked at $176K in Q1 2020.
  • 12 funds tracked by Wall St. Rank held Bristol-Myers Squibb Company Contingent Value Rights as of Q1 2021.

Based on Sequoia Financial Advisors's 13F filing for Q1 2021, filed 14 May 2021.