Warther Private Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Warther Private Wealth’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 Q1	–	Sell	-3,945	Closed	-$284K	–	68
2022 Q4	$284K	Sell	3,945 -46	-1%	-$3.47K	0.21%	62
2022 Q3	$284K	Hold	3,991	–	–	0.22%	68
2022 Q2	$307K	Buy	+3,991	New	+$304K	0.22%	89
2021 Q3	–	Sell	-3,323	Closed	-$221K	–	118
2021 Q2	$221K	Buy	+3,323	New	+$217K	0.21%	102

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

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

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

Norges Bank Oslo, Norway $935B AUM

Warther Private Wealth's BMY Position: Q1 2023 in Review

Warther Private Wealth sold out of Bristol-Myers Squibb (BMY) in Q1 2023, closing a stake of 3,945 shares — an estimated $284K sold.

Warther Private Wealth first reported a position in BMY in Q2 2021 and held it in 4 quarters. The position peaked at $307K in Q2 2022. 2,540 funds tracked by Wall St. Rank hold BMY as of Q1 2023.

Warther Private Wealth reported no remaining Bristol-Myers Squibb position as of Q1 2023 after selling out during the quarter.
Warther Private Wealth sold 3,945 Bristol-Myers Squibb shares in Q1 2023, an estimated $284K.
Warther Private Wealth first reported a position in Bristol-Myers Squibb in Q2 2021 and held it in 4 quarters.
Warther Private Wealth's Bristol-Myers Squibb position peaked at $307K in Q2 2022.
2,540 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2023.

Based on Warther Private Wealth's 13F filing for Q1 2023, filed 30 May 2023.