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Sound View Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Sound View Wealth Advisors’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
Q1 		$1.22M Buy
25,558
+207
+0.8% +$10.3K 0.38% 74
2018
Q4 		$1.32M Buy
+25,351
New +$1.36M 0.48% 62

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Sound View Wealth Advisors's BMY Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 0.82% in Q1 2019, buying an estimated $10.3K and bringing the position to 25,558 shares worth $1.22M. The position accounts for 0.38% of the portfolio, ranked #74.

Sound View Wealth Advisors first reported a position in BMY in Q4 2018 and has held it in 2 quarters since. The position peaked at $1.32M in Q4 2018. 1,813 funds tracked by Wall St. Rank hold BMY as of Q1 2019.

  • Sound View Wealth Advisors held 25,558 shares of Bristol-Myers Squibb worth $1.22M as of Q1 2019.
  • Sound View Wealth Advisors bought 207 Bristol-Myers Squibb shares in Q1 2019, an estimated $10.3K.
  • Bristol-Myers Squibb made up 0.38% of Sound View Wealth Advisors's portfolio in Q1 2019, its #74 holding.
  • Sound View Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 2 quarters since.
  • Sound View Wealth Advisors's Bristol-Myers Squibb position peaked at $1.32M in Q4 2018.
  • 1,813 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.