TFO Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-20	Closed	-$1.08K	–	153
2024 Q1	$1.08K	Sell	20 -22	-52%	-$1.12K	﹤0.01%	153
2023 Q4	$2.15K	Hold	42	–	–	﹤0.01%	127
2023 Q3	$2.69K	Buy	42 +22	+110%	+$1.35K	﹤0.01%	193
2023 Q2	$1.28K	Hold	20	–	–	﹤0.01%	193
2023 Q1	$1.39K	Buy	20 +19	+1,900%	+$1.34K	﹤0.01%	154
2022 Q4	$32	Buy	+1	New	+$75	﹤0.01%	886
2022 Q3	–	Sell	-197	Closed	-$15K	–	180
2022 Q2	$15K	Buy	+197	New	+$15K	﹤0.01%	99
2021 Q4	–	Sell	-50	Closed	-$3K	–	140
2021 Q3	$3K	Hold	50	–	–	﹤0.01%	122
2021 Q2	$3K	Buy	+50	New	+$3.26K	﹤0.01%	98

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TFO Wealth Partners's BMY Position: Q2 2024 in Review

TFO Wealth Partners sold out of Bristol-Myers Squibb (BMY) in Q2 2024, closing a stake of 20 shares — an estimated $1.08K sold.

TFO Wealth Partners first reported a position in BMY in Q2 2021 and held it in 9 quarters. The position peaked at $15K in Q2 2022. 2,152 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

TFO Wealth Partners reported no remaining Bristol-Myers Squibb position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 20 Bristol-Myers Squibb shares in Q2 2024, an estimated $1.08K.
TFO Wealth Partners first reported a position in Bristol-Myers Squibb in Q2 2021 and held it in 9 quarters.
TFO Wealth Partners's Bristol-Myers Squibb position peaked at $15K in Q2 2022.
2,152 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.