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SVA Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

SVA Wealth 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
2020
Q4 		$236K Buy
3,803
+350
+10% +$21.5K 0.02% 215
2020
Q3 		$208K Hold
3,453
– – 0.02% 203
2020
Q2 		$203K Buy
+3,453
New +$207K 0.02% 193
2020
Q1 		– Sell
-3,775
Closed -$242K – 189
2019
Q4 		$242K Sell
3,775
-1,602
-30% -$91.7K 0.02% 190
2019
Q3 		$273K Sell
5,377
-1,082
-17% -$50.9K 0.03% 177
2019
Q2 		$293K Buy
6,459
+22
+0.3% +$1.02K 0.03% 179
2019
Q1 		$307K Sell
6,437
-2,686
-29% -$134K 0.03% 182
2018
Q4 		$474K Sell
9,123
-5,405
-37% -$290K 0.05% 152
2018
Q3 		$902K Sell
14,528
-434
-3% -$25.8K 0.09% 124
2018
Q2 		$828K Sell
14,962
-46,251
-76% -$2.5M 0.09% 125
2018
Q1 		$3.9M Sell
61,213
-474
-0.8% -$30.5K 0.48% 57
2017
Q4 		$3.78M Buy
61,687
+474
+0.8% +$29.6K 0.44% 60
2017
Q3 		$3.9M Sell
61,213
-37,338
-38% -$2.18M 0.48% 57
2017
Q2 		$5.49M Sell
98,551
-1,546
-2% -$84.1K 0.71% 42
2017
Q1 		$5.44M Sell
100,097
-7,602
-7% -$417K 0.74% 38
2016
Q4 		$6.29M Buy
107,699
+4,153
+4% +$227K 0.94% 31
2016
Q3 		$5.58M Buy
103,546
+60,207
+139% +$3.87M 0.87% 33
2016
Q2 		$3.19M Sell
43,339
-519
-1% -$36.7K 0.52% 62
2016
Q1 		$2.8M Buy
43,858
+8,440
+24% +$532K 0.46% 66
2015
Q4 		$2.44M Buy
35,418
+4,567
+15% +$302K 0.42% 73
2015
Q3 		$1.83M Buy
30,851
+1,318
+4% +$83.6K 0.34% 81
2015
Q2 		$1.97M Buy
29,533
+2,472
+9% +$163K 0.36% 78
2015
Q1 		$1.75M Buy
27,061
+4,062
+18% +$254K 0.32% 89
2014
Q4 		$1.36M Buy
22,999
+1,040
+5% +$58.7K 0.49% 49
2014
Q3 		$1.12M Buy
21,959
+414
+2% +$20.7K 0.48% 52
2014
Q2 		$1.04M Buy
21,545
+2,371
+12% +$117K 0.45% 54
2014
Q1 		$996K Buy
19,174
+1,580
+9% +$84.1K 0.47% 54
2013
Q4 		$935K Buy
+17,594
New +$896K 0.56% 50

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SVA Wealth Management's BMY Position: Q4 2020 in Review

SVA Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 10% in Q4 2020, buying an estimated $21.5K and bringing the position to 3,803 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #215.

SVA Wealth Management first reported a position in BMY in Q4 2013 and has held it in 28 quarters since. The position peaked at $6.29M in Q4 2016. 2,359 funds tracked by Wall St. Rank hold BMY as of Q4 2020.

  • SVA Wealth Management held 3,803 shares of Bristol-Myers Squibb worth $236K as of Q4 2020.
  • SVA Wealth Management bought 350 Bristol-Myers Squibb shares in Q4 2020, an estimated $21.5K.
  • Bristol-Myers Squibb made up 0.02% of SVA Wealth Management's portfolio in Q4 2020, its #215 holding.
  • SVA Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2013 and has held it in 28 quarters since.
  • SVA Wealth Management's Bristol-Myers Squibb position peaked at $6.29M in Q4 2016.
  • 2,359 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.