WealthOne’s Bristol-Myers Squibb BMY Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-541	Closed	-$28K	–	124
2018 Q4	$28K	Buy	+541	New	+$29.1K	0.02%	229

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

WealthOne's BMY Position: Q1 2019 in Review

WealthOne sold out of Bristol-Myers Squibb (BMY) in Q1 2019, closing a stake of 541 shares — an estimated $28K sold.

WealthOne first reported a position in BMY in Q4 2018 and held it in 1 quarter. The position peaked at $28K in Q4 2018. 1,814 funds tracked by Wall St. Rank hold BMY as of Q1 2019.

WealthOne reported no remaining Bristol-Myers Squibb position as of Q1 2019 after selling out during the quarter.
WealthOne sold 541 Bristol-Myers Squibb shares in Q1 2019, an estimated $28K.
WealthOne first reported a position in Bristol-Myers Squibb in Q4 2018 and held it in 1 quarter.
WealthOne's Bristol-Myers Squibb position peaked at $28K in Q4 2018.
1,814 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.