WFA Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

WFA Asset Management’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 Q1	–	Sell	-627	Closed	-$32.2K	–	239
2023 Q4	$32.2K	Sell	627 -350	-36%	-$18.4K	0.02%	118
2023 Q3	$56.7K	Buy	977 +27	+3%	+$1.65K	0.03%	88
2023 Q2	$60.8K	Hold	950	–	–	0.04%	86
2023 Q1	$65.8K	Buy	+950	New	+$67K	0.04%	86

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Norges Bank Oslo, Norway $1T AUM

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

WFA Asset Management's BMY Position: Q1 2024 in Review

WFA Asset Management sold out of Bristol-Myers Squibb (BMY) in Q1 2024, closing a stake of 627 shares — an estimated $32.2K sold.

WFA Asset Management first reported a position in BMY in Q1 2023 and held it in 4 quarters. The position peaked at $65.8K in Q1 2023. 2,338 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

WFA Asset Management reported no remaining Bristol-Myers Squibb position as of Q1 2024 after selling out during the quarter.
WFA Asset Management sold 627 Bristol-Myers Squibb shares in Q1 2024, an estimated $32.2K.
WFA Asset Management first reported a position in Bristol-Myers Squibb in Q1 2023 and held it in 4 quarters.
WFA Asset Management's Bristol-Myers Squibb position peaked at $65.8K in Q1 2023.
2,338 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on WFA Asset Management's 13F filing for Q1 2024, filed 19 Apr 2024.