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

Vontobel Swiss 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 Q2	$8.11M	Buy	123,928 +5,582	+5%	+$364K	4.17%	6
2021 Q1	$7.47M	Buy	118,346 +26,183	+28%	+$1.63M	4.17%	6
2020 Q4	$5.72M	Sell	92,163 -394	-0.4%	-$24.2K	3.25%	16
2020 Q3	$5.42M	Buy	92,557 +4,720	+5%	+$284K	3.79%	12
2020 Q2	$5.17M	Buy	87,837 +10,494	+14%	+$628K	3.39%	10
2020 Q1	$4.31M	Sell	77,343 -211	-0.3%	-$12.9K	3.28%	8
2019 Q4	$4.98M	Buy	77,554 +10,140	+15%	+$581K	3.25%	4
2019 Q3	$3.42M	Sell	67,414 -6,471	-9%	-$304K	2.2%	12
2019 Q2	$3.35M	Buy	+73,885	New	+$3.44M	1.8%	22

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's BMY Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 4.7% in Q2 2021, buying an estimated $364K and bringing the position to 123,928 shares worth $8.11M. The position accounts for 4.17% of the portfolio, ranked #6.

Vontobel Swiss Wealth Advisors first reported a position in BMY in Q2 2019 and has held it in 9 quarters since. 2,369 funds tracked by Wall St. Rank hold BMY as of Q2 2021.

Vontobel Swiss Wealth Advisors held 123,928 shares of Bristol-Myers Squibb worth $8.11M as of Q2 2021.
Vontobel Swiss Wealth Advisors bought 5,582 Bristol-Myers Squibb shares in Q2 2021, an estimated $364K.
Bristol-Myers Squibb made up 4.17% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #6 holding.
Vontobel Swiss Wealth Advisors first reported a position in Bristol-Myers Squibb in Q2 2019 and has held it in 9 quarters since.
2,369 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.