St. Louis Financial Planners Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

St. Louis Financial Planners Asset Management’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
2023 Q3	–	Sell	-27,134	Closed	-$1.74M	–	23
2023 Q2	$1.74M	Buy	27,134 +5,617	+26%	+$377K	1.74%	18
2023 Q1	$1.49M	Buy	+21,517	New	+$1.52M	1.7%	31

Other funds holding BMY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

St. Louis Financial Planners Asset Management's BMY Position: Q3 2023 in Review

St. Louis Financial Planners Asset Management sold out of Bristol-Myers Squibb (BMY) in Q3 2023, closing a stake of 27,134 shares — an estimated $1.74M sold.

St. Louis Financial Planners Asset Management first reported a position in BMY in Q1 2023 and held it in 2 quarters. The position peaked at $1.74M in Q2 2023. 2,388 funds tracked by Wall St. Rank hold BMY as of Q3 2023.

St. Louis Financial Planners Asset Management reported no remaining Bristol-Myers Squibb position as of Q3 2023 after selling out during the quarter.
St. Louis Financial Planners Asset Management sold 27,134 Bristol-Myers Squibb shares in Q3 2023, an estimated $1.74M.
St. Louis Financial Planners Asset Management first reported a position in Bristol-Myers Squibb in Q1 2023 and held it in 2 quarters.
St. Louis Financial Planners Asset Management's Bristol-Myers Squibb position peaked at $1.74M in Q2 2023.
2,388 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2023.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q3 2023, filed 6 Oct 2023.