SFS
BMY.RT

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

Sowell Financial Services’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
-4,009
Closed -$3K – 3433
2020
Q4 		$3K Buy
4,009
+765
+24% +$1.63K ﹤0.01% 2432
2020
Q3 		$7K Sell
3,244
-145
-4% -$414 ﹤0.01% 1930
2020
Q2 		$12K Buy
+3,389
New +$12.2K ﹤0.01% 1647

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 $71.9B AUM 42.37% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
WAM
Westport Asset Management Southport, Connecticut $245M AUM 15.03% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Sowell Financial Services's BMY.RT Position: Q1 2021 in Review

Sowell Financial Services sold out of Bristol-Myers Squibb Company Contingent Value Rights (BMY.RT) in Q1 2021, closing a stake of 4,009 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in BMY.RT in Q2 2020 and held it in 3 quarters. The position peaked at $12K in Q2 2020. 12 funds tracked by Wall St. Rank hold BMY.RT as of Q1 2021.

  • Sowell Financial Services reported no remaining Bristol-Myers Squibb Company Contingent Value Rights position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 4,009 Bristol-Myers Squibb Company Contingent Value Rights shares in Q1 2021, an estimated $3K.
  • Sowell Financial Services first reported a position in Bristol-Myers Squibb Company Contingent Value Rights in Q2 2020 and held it in 3 quarters.
  • Sowell Financial Services's Bristol-Myers Squibb Company Contingent Value Rights position peaked at $12K in Q2 2020.
  • 12 funds tracked by Wall St. Rank held Bristol-Myers Squibb Company Contingent Value Rights as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.