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

Wetzel 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
2024 Q3	–	Sell	-780	Closed	-$42.3K	–	217
2024 Q2	$42.3K	Hold	780	–	–	0.02%	257
2024 Q1	$37.7K	Hold	780	–	–	0.02%	286
2023 Q4	$40K	Buy	+780	New	+$40.9K	0.02%	269

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Wetzel Investment Advisors's BMY Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Bristol-Myers Squibb (BMY) in Q3 2024, closing a stake of 780 shares — an estimated $42.3K sold.

Wetzel Investment Advisors first reported a position in BMY in Q4 2023 and held it in 3 quarters. The position peaked at $42.3K in Q2 2024. 2,265 funds tracked by Wall St. Rank hold BMY as of Q3 2024.

Wetzel Investment Advisors reported no remaining Bristol-Myers Squibb position as of Q3 2024 after selling out during the quarter.
Wetzel Investment Advisors sold 780 Bristol-Myers Squibb shares in Q3 2024, an estimated $42.3K.
Wetzel Investment Advisors first reported a position in Bristol-Myers Squibb in Q4 2023 and held it in 3 quarters.
Wetzel Investment Advisors's Bristol-Myers Squibb position peaked at $42.3K in Q2 2024.
2,265 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.