V Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

V Wealth 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
2021 Q4	–	Sell	-2,100	Closed	-$124K	–	472
2021 Q3	$124K	Buy	+2,100	New	+$138K	0.02%	481

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

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

V Wealth Advisors's BMY Position: Q3 2023 in Review

V Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q3 2023, closing a stake of 6,039 shares — an estimated $386K sold.

V Wealth Advisors first reported a position in BMY in Q1 2016 and held it in 21 quarters. The position peaked at $416K in Q1 2023. 2,388 funds tracked by Wall St. Rank hold BMY as of Q3 2023.

V Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 6,039 Bristol-Myers Squibb shares in Q3 2023, an estimated $386K.
V Wealth Advisors first reported a position in Bristol-Myers Squibb in Q1 2016 and held it in 21 quarters.
V Wealth Advisors's Bristol-Myers Squibb position peaked at $416K in Q1 2023.
2,388 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.