Stonebridge Financial Planning Group’s Bristol-Myers Squibb BMY Stock Holding History

Stonebridge Financial Planning 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 Q4	–	Sell	-500	Closed	-$30K	–	404
2021 Q3	$30K	Hold	500	–	–	0.01%	264
2021 Q2	$34K	Hold	500	–	–	0.02%	244
2021 Q1	$31K	Hold	500	–	–	0.02%	253
2020 Q4	$31K	Hold	500	–	–	0.02%	233
2020 Q3	$31K	Hold	500	–	–	0.02%	224
2020 Q2	$30K	Hold	500	–	–	0.03%	215
2020 Q1	$29K	Buy	500 +100	+25%	+$6.11K	0.03%	208
2019 Q4	$26K	Buy	+400	New	+$22.9K	0.02%	219

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

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

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

Stonebridge Financial Planning Group's BMY Position: Q4 2021 in Review

Stonebridge Financial Planning Group sold out of Bristol-Myers Squibb (BMY) in Q4 2021, closing a stake of 500 shares — an estimated $30K sold.

Stonebridge Financial Planning Group first reported a position in BMY in Q4 2019 and held it in 8 quarters. The position peaked at $34K in Q2 2021. 2,444 funds tracked by Wall St. Rank hold BMY as of Q4 2021.

Stonebridge Financial Planning Group reported no remaining Bristol-Myers Squibb position as of Q4 2021 after selling out during the quarter.
Stonebridge Financial Planning Group sold 500 Bristol-Myers Squibb shares in Q4 2021, an estimated $30K.
Stonebridge Financial Planning Group first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 8 quarters.
Stonebridge Financial Planning Group's Bristol-Myers Squibb position peaked at $34K in Q2 2021.
2,444 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q4 2021, filed 2 Feb 2022.