VFA
BMY.RT

Valeo Financial Advisors’s Bristol-Myers Squibb Company Contingent Value Rights BMY.RT Stock Holding History

Valeo Financial Advisors’s Portfolio BMY.RT Stock Details BMY.RT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-882
Closed -$1K – 2269
2020
Q4 		$1K Buy
882
+278
+46% +$592 ﹤0.01% 1652
2020
Q3 		$1K Sell
604
-21
-3% -$60 ﹤0.01% 1563
2020
Q2 		$2K Buy
+625
New +$2.25K ﹤0.01% 1832

Other funds holding BMY.RT

JCI
Jet Capital Investors New York $51M AUM 48.01% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.61B AUM 22.15% 1-Year Est. Return
WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Valeo Financial Advisors's BMY.RT Position: Q1 2021 in Review

Valeo Financial Advisors sold out of Bristol-Myers Squibb Company Contingent Value Rights (BMY.RT) in Q1 2021, closing a stake of 882 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in BMY.RT in Q2 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 12 funds tracked by Wall St. Rank hold BMY.RT as of Q1 2021.

  • Valeo Financial Advisors reported no remaining Bristol-Myers Squibb Company Contingent Value Rights position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 882 Bristol-Myers Squibb Company Contingent Value Rights shares in Q1 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Bristol-Myers Squibb Company Contingent Value Rights in Q2 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's Bristol-Myers Squibb Company Contingent Value Rights position peaked at $2K in Q2 2020.
  • 12 funds tracked by Wall St. Rank held Bristol-Myers Squibb Company Contingent Value Rights as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.