YIA
BMY.RT

YHB Investment Advisors’s Bristol-Myers Squibb Company Contingent Value Rights BMY.RT Stock Holding History

YHB Investment Advisors’s Portfolio BMY.RT Stock Details BMY.RT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-13,819
Closed -$10K – 303
2020
Q4 		$10K Sell
13,819
-442
-3% -$941 ﹤0.01% 277
2020
Q3 		$32K Buy
+14,261
New +$40.7K ﹤0.01% 261

Other funds holding BMY.RT

JCI
Jet Capital Investors New York $51M AUM 48.01% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

YHB Investment Advisors's BMY.RT Position: Q1 2021 in Review

YHB Investment Advisors sold out of Bristol-Myers Squibb Company Contingent Value Rights (BMY.RT) in Q1 2021, closing a stake of 13,819 shares — an estimated $10K sold.

YHB Investment Advisors first reported a position in BMY.RT in Q3 2020 and held it in 2 quarters. The position peaked at $32K in Q3 2020. 12 funds tracked by Wall St. Rank hold BMY.RT as of Q1 2021.

  • YHB Investment Advisors reported no remaining Bristol-Myers Squibb Company Contingent Value Rights position as of Q1 2021 after selling out during the quarter.
  • YHB Investment Advisors sold 13,819 Bristol-Myers Squibb Company Contingent Value Rights shares in Q1 2021, an estimated $10K.
  • YHB Investment Advisors first reported a position in Bristol-Myers Squibb Company Contingent Value Rights in Q3 2020 and held it in 2 quarters.
  • YHB Investment Advisors's Bristol-Myers Squibb Company Contingent Value Rights position peaked at $32K in Q3 2020.
  • 12 funds tracked by Wall St. Rank held Bristol-Myers Squibb Company Contingent Value Rights as of Q1 2021.

Based on YHB Investment Advisors's 13F filing for Q1 2021, filed 22 Apr 2021.