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Towerpoint Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Towerpoint 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
2023
Q1 		– Sell
-3,193
Closed -$230K – 79
2022
Q4 		$230K Buy
3,193
+71
+2% +$5.35K 0.13% 75
2022
Q3 		$222K Buy
3,122
+1
+0% +$73 0.13% 77
2022
Q2 		$240K Sell
3,121
-2
-0.1% -$152 0.14% 77
2022
Q1 		$228K Buy
+3,123
New +$210K 0.11% 79
2021
Q3 		– Sell
-3,563
Closed -$238K – 80
2021
Q2 		$238K Buy
3,563
+346
+11% +$22.6K 0.12% 70
2021
Q1 		$203K Hold
3,217
– – 0.1% 73
2020
Q4 		$200K Buy
+3,217
New +$198K 0.1% 71
2020
Q1 		– Sell
-3,217
Closed -$206K – 62
2019
Q4 		$206K Buy
+3,217
New +$184K 0.14% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Towerpoint Wealth's BMY Position: Q1 2023 in Review

Towerpoint Wealth sold out of Bristol-Myers Squibb (BMY) in Q1 2023, closing a stake of 3,193 shares — an estimated $230K sold.

Towerpoint Wealth first reported a position in BMY in Q4 2019 and held it in 8 quarters. The position peaked at $240K in Q2 2022. 2,540 funds tracked by Wall St. Rank hold BMY as of Q1 2023.

  • Towerpoint Wealth reported no remaining Bristol-Myers Squibb position as of Q1 2023 after selling out during the quarter.
  • Towerpoint Wealth sold 3,193 Bristol-Myers Squibb shares in Q1 2023, an estimated $230K.
  • Towerpoint Wealth first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 8 quarters.
  • Towerpoint Wealth's Bristol-Myers Squibb position peaked at $240K in Q2 2022.
  • 2,540 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2023.

Based on Towerpoint Wealth's 13F filing for Q1 2023, filed 15 May 2023.