Wealthstreet Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Wealthstreet Investment 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
2022 Q1	$11K	Hold	150	–	–	0.3%	55
2021 Q4	$9K	Hold	150	–	–	0.22%	56
2021 Q3	$9K	Hold	150	–	–	0.25%	55
2021 Q2	$10K	Sell	150 -277,839	-100%	-$18.1M	0.05%	79
2021 Q1	$17.5M	Sell	277,989 -6,670	-2%	-$415K	1.71%	12
2020 Q4	$17.7M	Buy	+284,659	New	+$17.5M	1.79%	13
2020 Q3	–	Sell	-306,031	Closed	-$18M	–	337
2020 Q2	$18M	Buy	306,031 +3,227	+1%	+$193K	2.2%	7
2020 Q1	$16.9M	Sell	302,804 -8,147	-3%	-$498K	2.49%	6
2019 Q4	$20M	Buy	310,951 +147,364	+90%	+$8.44M	2.33%	6
2019 Q3	$9.12M	Sell	163,587 -6,459	-4%	-$304K	1.17%	20
2019 Q2	$7.71M	Buy	170,046 +3,089	+2%	+$144K	1%	25
2019 Q1	$7.96M	Buy	166,957 +9,500	+6%	+$473K	1.05%	22
2018 Q4	$7.61M	Sell	157,457 -9,490	-6%	-$510K	1.07%	23
2018 Q3	$10.4M	Sell	166,947 -630	-0.4%	-$37.4K	1.28%	18
2018 Q2	$9.27M	Sell	167,577 -1,570	-0.9%	-$84.8K	1.23%	19
2018 Q1	$10.7M	Sell	169,147 -4,708	-3%	-$303K	1.34%	17
2017 Q4	$10.7M	Buy	+173,855	New	+$10.9M	1.29%	15

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wealthstreet Investment Advisors's BMY Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its Bristol-Myers Squibb (BMY) position steady in Q1 2022 at 150 shares worth $11K. The position accounts for 0.3% of the portfolio, ranked #55.

Wealthstreet Investment Advisors first reported a position in BMY in Q4 2017 and has held it in 17 quarters since. The position peaked at $20M in Q4 2019. 2,515 funds tracked by Wall St. Rank hold BMY as of Q1 2022.

Wealthstreet Investment Advisors held 150 shares of Bristol-Myers Squibb worth $11K as of Q1 2022.
Wealthstreet Investment Advisors left its Bristol-Myers Squibb share count unchanged in Q1 2022.
Bristol-Myers Squibb made up 0.3% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #55 holding.
Wealthstreet Investment Advisors first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 17 quarters since.
Wealthstreet Investment Advisors's Bristol-Myers Squibb position peaked at $20M in Q4 2019.
2,515 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.