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TD Ameritrade Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

TD Ameritrade Investment 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
-7,410
Closed -$474K – 53
2023
Q2 		$474K Sell
7,410
-807
-10% -$54.1K 0.01% 122
2023
Q1 		$569K Sell
8,217
-1,931
-19% -$136K 0.01% 120
2022
Q4 		$730K Sell
10,148
-2,800
-22% -$211K 0.01% 119
2022
Q3 		$920K Buy
12,948
+226
+2% +$16.4K 0.01% 118
2022
Q2 		$980K Sell
12,722
-3,856
-23% -$294K 0.01% 122
2022
Q1 		$1.21M Buy
16,578
+1,216
+8% +$81.6K 0.01% 124
2021
Q4 		$958K Buy
15,362
+13,218
+617% +$775K 0.01% 131
2021
Q3 		$129K Sell
2,144
-9,534
-82% -$628K ﹤0.01% 238
2021
Q2 		$780K Buy
11,678
+9,967
+583% +$650K 0.01% 135
2021
Q1 		$106K Hold
1,711
– – ﹤0.01% 260
2020
Q4 		$106K Sell
1,711
-433
-20% -$26.6K ﹤0.01% 260
2020
Q3 		$129K Buy
2,144
+220
+11% +$13.2K ﹤0.01% 238
2020
Q2 		$113K Buy
1,924
+329
+21% +$19.7K ﹤0.01% 241
2020
Q1 		$89K Sell
1,595
-710
-31% -$43.4K ﹤0.01% 246
2019
Q4 		$148K Buy
2,305
+74
+3% +$4.24K ﹤0.01% 216
2019
Q3 		$113K Sell
2,231
-25
-1% -$1.18K ﹤0.01% 205
2019
Q2 		$102K Buy
2,256
+258
+13% +$12K ﹤0.01% 202
2019
Q1 		$95K Sell
1,998
-1,675
-46% -$83.4K ﹤0.01% 195
2018
Q4 		$191K Buy
3,673
+1,609
+78% +$86.4K ﹤0.01% 160
2018
Q3 		$128K Buy
2,064
+1,535
+290% +$91.1K ﹤0.01% 162
2018
Q2 		$29K Buy
+529
New +$28.6K ﹤0.01% 166

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TD Ameritrade Investment Management's BMY Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Bristol-Myers Squibb (BMY) in Q3 2023, closing a stake of 7,410 shares — an estimated $474K sold.

TD Ameritrade Investment Management first reported a position in BMY in Q2 2018 and held it in 21 quarters. The position peaked at $1.21M in Q1 2022. 2,388 funds tracked by Wall St. Rank hold BMY as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Bristol-Myers Squibb position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 7,410 Bristol-Myers Squibb shares in Q3 2023, an estimated $474K.
  • TD Ameritrade Investment Management first reported a position in Bristol-Myers Squibb in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's Bristol-Myers Squibb position peaked at $1.21M in Q1 2022.
  • 2,388 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.