TrueWealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

TrueWealth Advisors’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 Q2	–	Sell	-3,097	Closed	-$215K	–	188
2023 Q1	$215K	Sell	3,097 -942	-23%	-$66.4K	0.09%	176
2022 Q4	$291K	Sell	4,039 -249	-6%	-$18.8K	0.13%	135
2022 Q3	$305K	Sell	4,288 -69	-2%	-$5K	0.14%	116
2022 Q2	$335K	Buy	+4,357	New	+$332K	0.16%	110

Other funds holding BMY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TrueWealth Advisors's BMY Position: Q2 2023 in Review

TrueWealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2023, closing a stake of 3,097 shares — an estimated $215K sold.

TrueWealth Advisors first reported a position in BMY in Q2 2022 and held it in 4 quarters. The position peaked at $335K in Q2 2022. 2,480 funds tracked by Wall St. Rank hold BMY as of Q2 2023.

TrueWealth Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2023 after selling out during the quarter.
TrueWealth Advisors sold 3,097 Bristol-Myers Squibb shares in Q2 2023, an estimated $215K.
TrueWealth Advisors first reported a position in Bristol-Myers Squibb in Q2 2022 and held it in 4 quarters.
TrueWealth Advisors's Bristol-Myers Squibb position peaked at $335K in Q2 2022.
2,480 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2023.

Based on TrueWealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.