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

Strata 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
2024 Q3	–	Sell	-7,803	Closed	-$324K	–	75
2024 Q2	$324K	Buy	+7,803	New	+$349K	0.11%	56

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Strata Wealth Advisors's BMY Position: Q3 2024 in Review

Strata Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q3 2024, closing a stake of 7,803 shares — an estimated $324K sold.

Strata Wealth Advisors first reported a position in BMY in Q2 2024 and held it in 1 quarter. The position peaked at $324K in Q2 2024. 2,258 funds tracked by Wall St. Rank hold BMY as of Q3 2024.

Strata Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q3 2024 after selling out during the quarter.
Strata Wealth Advisors sold 7,803 Bristol-Myers Squibb shares in Q3 2024, an estimated $324K.
Strata Wealth Advisors first reported a position in Bristol-Myers Squibb in Q2 2024 and held it in 1 quarter.
Strata Wealth Advisors's Bristol-Myers Squibb position peaked at $324K in Q2 2024.
2,258 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2024.

Based on Strata Wealth Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.