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ShoreHaven Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

ShoreHaven Wealth Partners’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
-208
Closed -$13K – 90
2021
Q1 		$13K Buy
+208
New +$12.9K 0.01% 187

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

ShoreHaven Wealth Partners's BMY Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Bristol-Myers Squibb (BMY) in Q2 2021, closing a stake of 208 shares — an estimated $13K sold.

ShoreHaven Wealth Partners first reported a position in BMY in Q1 2021 and held it in 1 quarter. The position peaked at $13K in Q1 2021. 2,371 funds tracked by Wall St. Rank hold BMY as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Bristol-Myers Squibb position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 208 Bristol-Myers Squibb shares in Q2 2021, an estimated $13K.
  • ShoreHaven Wealth Partners first reported a position in Bristol-Myers Squibb in Q1 2021 and held it in 1 quarter.
  • ShoreHaven Wealth Partners's Bristol-Myers Squibb position peaked at $13K in Q1 2021.
  • 2,371 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.