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Tiller Private Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Tiller Private Wealth’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
2022
Q3 		– Sell
-2,670
Closed -$206K – 48
2022
Q2 		$206K Buy
+2,670
New +$203K 0.13% 49

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tiller Private Wealth's BMY Position: Q3 2022 in Review

Tiller Private Wealth sold out of Bristol-Myers Squibb (BMY) in Q3 2022, closing a stake of 2,670 shares — an estimated $206K sold.

Tiller Private Wealth first reported a position in BMY in Q2 2022 and held it in 1 quarter. The position peaked at $206K in Q2 2022. 2,469 funds tracked by Wall St. Rank hold BMY as of Q3 2022.

  • Tiller Private Wealth reported no remaining Bristol-Myers Squibb position as of Q3 2022 after selling out during the quarter.
  • Tiller Private Wealth sold 2,670 Bristol-Myers Squibb shares in Q3 2022, an estimated $206K.
  • Tiller Private Wealth first reported a position in Bristol-Myers Squibb in Q2 2022 and held it in 1 quarter.
  • Tiller Private Wealth's Bristol-Myers Squibb position peaked at $206K in Q2 2022.
  • 2,469 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2022.

Based on Tiller Private Wealth's 13F filing for Q3 2022, filed 18 Oct 2022.