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YorkBridge Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

YorkBridge Wealth Partners’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
2022
Q4 		$1.37M Sell
19,077
-295
-2% -$22.2K 0.35% 72
2022
Q3 		$1.38M Buy
19,372
+46
+0.2% +$3.34K 0.36% 65
2022
Q2 		$1.49M Sell
19,326
-24
-0.1% -$1.83K 0.39% 60
2022
Q1 		$1.41M Buy
19,350
+1
+0% +$67 0.31% 67
2021
Q4 		$1.21M Buy
19,349
+1
+0% +$59 0.27% 76
2021
Q3 		$1.15M Sell
19,348
-1,286
-6% -$84.7K 0.29% 74
2021
Q2 		$1.38M Sell
20,634
-428
-2% -$27.9K 0.36% 65
2021
Q1 		$1.33M Buy
21,062
+7,530
+56% +$468K 0.39% 62
2020
Q4 		$839K Sell
13,532
-1,627
-11% -$100K 0.28% 76
2020
Q3 		$914K Sell
15,159
-26
-0.2% -$1.56K 0.38% 65
2020
Q2 		$893K Sell
15,185
-32
-0.2% -$1.91K 0.41% 61
2020
Q1 		$848K Sell
15,217
-1,085
-7% -$66.3K 0.52% 60
2019
Q4 		$1.05M Sell
16,302
-3,718
-19% -$213K 0.48% 63
2019
Q3 		$1.01M Sell
20,020
-2,865
-13% -$135K 0.51% 56
2019
Q2 		$1.04M Sell
22,885
-11
-0% -$512 0.46% 58
2019
Q1 		$1.09M Buy
22,896
+432
+2% +$21.5K 0.5% 59
2018
Q4 		$1.17M Sell
22,464
-573
-2% -$30.8K 0.62% 47
2018
Q3 		$1.43M Sell
23,037
-5,071
-18% -$301K 0.66% 44
2018
Q2 		$1.56M Sell
28,108
-589
-2% -$31.8K 0.68% 37
2018
Q1 		$1.69M Buy
28,697
+2,956
+11% +$190K 0.78% 29
2017
Q4 		$1.57M Sell
25,741
-2,207
-8% -$138K 0.76% 32
2017
Q3 		$1.78M Buy
27,948
+121
+0.4% +$7.07K 0.92% 24
2017
Q2 		$1.57M Sell
27,827
-589
-2% -$32.1K 0.83% 27
2017
Q1 		$1.59M Sell
28,416
-1,384
-5% -$75.9K 0.83% 28
2016
Q4 		$1.7M Buy
+29,800
New +$1.63M 1% 23

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

YorkBridge Wealth Partners's BMY Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Bristol-Myers Squibb (BMY) stake by 1.5% in Q4 2022, selling an estimated $22.2K and leaving 19,077 shares worth $1.37M. The position accounts for 0.35% of the portfolio, ranked #72.

YorkBridge Wealth Partners first reported a position in BMY in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.78M in Q3 2017. 2,600 funds tracked by Wall St. Rank hold BMY as of Q4 2022.

  • YorkBridge Wealth Partners held 19,077 shares of Bristol-Myers Squibb worth $1.37M as of Q4 2022.
  • YorkBridge Wealth Partners sold 295 Bristol-Myers Squibb shares in Q4 2022, an estimated $22.2K.
  • Bristol-Myers Squibb made up 0.35% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #72 holding.
  • YorkBridge Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Bristol-Myers Squibb position peaked at $1.78M in Q3 2017.
  • 2,600 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.