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BMY icon

TRUADVICE’s Bristol-Myers Squibb BMY Stock Holding History

TRUADVICE’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
2021
Q3 		– Sell
-10,686
Closed -$721K – 138
2021
Q2 		$721K Buy
10,686
+1,365
+15% +$89K 0.16% 127
2021
Q1 		$586K Sell
9,321
-1,779
-16% -$111K 0.17% 111
2020
Q4 		$688K Buy
11,100
+2,115
+24% +$130K 0.21% 112
2020
Q3 		$543K Buy
+8,985
New +$541K 0.22% 104

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TRUADVICE's BMY Position: Q3 2021 in Review

TRUADVICE sold out of Bristol-Myers Squibb (BMY) in Q3 2021, closing a stake of 10,686 shares — an estimated $721K sold.

TRUADVICE first reported a position in BMY in Q3 2020 and held it in 4 quarters. The position peaked at $721K in Q2 2021. 2,292 funds tracked by Wall St. Rank hold BMY as of Q3 2021.

  • TRUADVICE reported no remaining Bristol-Myers Squibb position as of Q3 2021 after selling out during the quarter.
  • TRUADVICE sold 10,686 Bristol-Myers Squibb shares in Q3 2021, an estimated $721K.
  • TRUADVICE first reported a position in Bristol-Myers Squibb in Q3 2020 and held it in 4 quarters.
  • TRUADVICE's Bristol-Myers Squibb position peaked at $721K in Q2 2021.
  • 2,292 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2021.

Based on TRUADVICE's 13F filing for Q3 2021, filed 9 Nov 2021.