Seven Springs Wealth Group’s Bristol-Myers Squibb BMY Stock Holding History

Seven Springs Wealth Group’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
2021 Q2	–	Sell	-250	Closed	-$16K	–	85
2021 Q1	$16K	Hold	250	–	–	0.01%	110
2020 Q4	$16K	Hold	250	–	–	0.01%	109
2020 Q3	$15K	Hold	250	–	–	0.01%	106
2020 Q2	$15K	Hold	250	–	–	0.01%	104
2020 Q1	$14K	Sell	250 -215	-46%	-$13.1K	0.01%	103
2019 Q4	$30K	Buy	+465	New	+$26.6K	0.02%	112

Other funds holding BMY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Seven Springs Wealth Group's BMY Position: Q2 2021 in Review

Seven Springs Wealth Group sold out of Bristol-Myers Squibb (BMY) in Q2 2021, closing a stake of 250 shares — an estimated $16K sold.

Seven Springs Wealth Group first reported a position in BMY in Q4 2019 and held it in 6 quarters. The position peaked at $30K in Q4 2019. 2,369 funds tracked by Wall St. Rank hold BMY as of Q2 2021.

Seven Springs Wealth Group reported no remaining Bristol-Myers Squibb position as of Q2 2021 after selling out during the quarter.
Seven Springs Wealth Group sold 250 Bristol-Myers Squibb shares in Q2 2021, an estimated $16K.
Seven Springs Wealth Group first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 6 quarters.
Seven Springs Wealth Group's Bristol-Myers Squibb position peaked at $30K in Q4 2019.
2,369 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2021.

Based on Seven Springs Wealth Group's 13F filing for Q2 2021, filed 27 Jul 2021.