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

West 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
2023 Q4	–	Sell	-103	Closed	-$5.98K	–	164
2023 Q3	$5.98K	Buy	+103	New	+$6.31K	﹤0.01%	150

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

West Financial Advisors's BMY Position: Q4 2023 in Review

West Financial Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2023, closing a stake of 103 shares — an estimated $5.98K sold.

West Financial Advisors first reported a position in BMY in Q3 2023 and held it in 1 quarter. The position peaked at $5.98K in Q3 2023. 2,363 funds tracked by Wall St. Rank hold BMY as of Q4 2023.

West Financial Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2023 after selling out during the quarter.
West Financial Advisors sold 103 Bristol-Myers Squibb shares in Q4 2023, an estimated $5.98K.
West Financial Advisors first reported a position in Bristol-Myers Squibb in Q3 2023 and held it in 1 quarter.
West Financial Advisors's Bristol-Myers Squibb position peaked at $5.98K in Q3 2023.
2,363 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2023.

Based on West Financial Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.