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Wellspring Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Wellspring Financial 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
Q2 		– Sell
-2,197
Closed -$160K – 109
2022
Q1 		$160K Buy
+2,197
New +$148K 0.05% 100

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wellspring Financial Advisors's BMY Position: Q2 2022 in Review

Wellspring Financial Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2022, closing a stake of 2,197 shares — an estimated $160K sold.

Wellspring Financial Advisors first reported a position in BMY in Q1 2022 and held it in 1 quarter. The position peaked at $160K in Q1 2022. 2,538 funds tracked by Wall St. Rank hold BMY as of Q2 2022.

  • Wellspring Financial Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2022 after selling out during the quarter.
  • Wellspring Financial Advisors sold 2,197 Bristol-Myers Squibb shares in Q2 2022, an estimated $160K.
  • Wellspring Financial Advisors first reported a position in Bristol-Myers Squibb in Q1 2022 and held it in 1 quarter.
  • Wellspring Financial Advisors's Bristol-Myers Squibb position peaked at $160K in Q1 2022.
  • 2,538 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2022.

Based on Wellspring Financial Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.