WIA
BMY.RT

Wealthstreet Investment Advisors’s Bristol-Myers Squibb Company Contingent Value Rights BMY.RT Stock Holding History

Wealthstreet Investment Advisors’s Portfolio BMY.RT Stock Details BMY.RT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-315,849
Closed -$17.9M – 361
2020
Q3 		$17.9M Buy
315,849
+177,366
+128% +$507K 2% 10
2020
Q2 		$496K Buy
138,483
+2,740
+2% +$9.89K 0.06% 215
2020
Q1 		$516K Sell
135,743
-3,570
-3% -$11.8K 0.08% 183
2019
Q4 		$420K Buy
+139,313
New +$362K 0.05% 248

Other funds holding BMY.RT

PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Wealthstreet Investment Advisors's BMY.RT Position: Q4 2020 in Review

Wealthstreet Investment Advisors sold out of Bristol-Myers Squibb Company Contingent Value Rights (BMY.RT) in Q4 2020, closing a stake of 315,849 shares — an estimated $17.9M sold.

Wealthstreet Investment Advisors first reported a position in BMY.RT in Q4 2019 and held it in 4 quarters. The position peaked at $17.9M in Q3 2020. 546 funds tracked by Wall St. Rank hold BMY.RT as of Q4 2020.

  • Wealthstreet Investment Advisors reported no remaining Bristol-Myers Squibb Company Contingent Value Rights position as of Q4 2020 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 315,849 Bristol-Myers Squibb Company Contingent Value Rights shares in Q4 2020, an estimated $17.9M.
  • Wealthstreet Investment Advisors first reported a position in Bristol-Myers Squibb Company Contingent Value Rights in Q4 2019 and held it in 4 quarters.
  • Wealthstreet Investment Advisors's Bristol-Myers Squibb Company Contingent Value Rights position peaked at $17.9M in Q3 2020.
  • 546 funds tracked by Wall St. Rank held Bristol-Myers Squibb Company Contingent Value Rights as of Q4 2020.

Based on Wealthstreet Investment Advisors's 13F filing for Q4 2020, filed 20 Jan 2021.