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Strategic Financial Concepts’s Bristol-Myers Squibb BMY Stock Holding History

Strategic Financial Concepts’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
-45,271
Closed -$7.77K – 302
2024
Q2 		$7.77K Buy
+45,271
New +$2.03M ﹤0.01% 437

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Strategic Financial Concepts's BMY Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Bristol-Myers Squibb (BMY) in Q3 2024, closing a stake of 45,271 shares — an estimated $7.77K sold.

Strategic Financial Concepts first reported a position in BMY in Q2 2024 and held it in 1 quarter. The position peaked at $7.77K in Q2 2024. 2,265 funds tracked by Wall St. Rank hold BMY as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Bristol-Myers Squibb position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 45,271 Bristol-Myers Squibb shares in Q3 2024, an estimated $7.77K.
  • Strategic Financial Concepts first reported a position in Bristol-Myers Squibb in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Bristol-Myers Squibb position peaked at $7.77K in Q2 2024.
  • 2,265 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.