Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WAS
WESPAC Advisors SoCal’s
Bristol-Myers Squibb
BMY
Stock Holding History
WESPAC Advisors SoCal’s Portfolio
BMY Stock Details
BMY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-544
Closed
-$25K
–
111
2019
Q1
$25K
Hold
544
–
–
0.01%
151
2018
Q4
$28K
Sell
544
-200
-27%
-$10.7K
0.02%
151
2018
Q3
$46K
Buy
+744
New
+$44.2K
0.02%
131
2018
Q2
–
Sell
-544
Closed
-$34K
–
111
2018
Q1
$34K
Hold
544
–
–
0.02%
126
2017
Q4
$33K
Sell
544
-619
-53%
-$38.7K
0.02%
127
2017
Q3
$74K
Hold
1,163
–
–
0.04%
114
2017
Q2
$64K
Buy
1,163
+300
+35%
+$16.3K
0.04%
115
2017
Q1
$46.9K
Hold
863
–
–
0.03%
121
2016
Q4
$50.4K
Sell
863
-128
-13%
-$7K
0.03%
119
2016
Q3
$53.4K
Sell
991
-547
-36%
-$35.1K
0.04%
112
2016
Q2
$113K
Buy
1,538
+75
+5%
+$5.3K
0.07%
94
2016
Q1
$93.5K
Sell
1,463
-300
-17%
-$18.9K
0.07%
91
2015
Q4
$121K
Buy
+1,763
New
+$117K
0.08%
91
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
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Dodge & Cox
San Francisco, California
$182B AUM
14.68%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close