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Walled Lake Planning & Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Walled Lake Planning & Wealth Management’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
2020
Q4 		– Sell
-164
Closed -$10K – 321
2020
Q3 		$10K Buy
164
+1
+0.6% +$60 0.01% 211
2020
Q2 		$10K Buy
+163
New +$9.75K 0.01% 197

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Walled Lake Planning & Wealth Management's BMY Position: Q4 2020 in Review

Walled Lake Planning & Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q4 2020, closing a stake of 164 shares — an estimated $10K sold.

Walled Lake Planning & Wealth Management first reported a position in BMY in Q2 2020 and held it in 2 quarters. The position peaked at $10K in Q3 2020. 2,362 funds tracked by Wall St. Rank hold BMY as of Q4 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Bristol-Myers Squibb position as of Q4 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 164 Bristol-Myers Squibb shares in Q4 2020, an estimated $10K.
  • Walled Lake Planning & Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2020 and held it in 2 quarters.
  • Walled Lake Planning & Wealth Management's Bristol-Myers Squibb position peaked at $10K in Q3 2020.
  • 2,362 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2020, filed 19 Feb 2021.