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Accredited Investors’s BILL Holdings BILL Stock Holding History

Accredited Investors’s Portfolio BILL Stock Details BILL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,125
Closed -$232K – 191
2022
Q4 		$232K Buy
2,125
+250
+13% +$30K 0.02% 164
2022
Q3 		$248K Hold
1,875
– – 0.03% 149
2022
Q2 		$206K Hold
1,875
– – 0.02% 163
2022
Q1 		$425K Buy
1,875
+55
+3% +$11.5K 0.04% 126
2021
Q4 		$453K Hold
1,820
– – 0.04% 120
2021
Q3 		$486K Sell
1,820
-30
-2% -$6.92K 0.05% 104
2021
Q2 		$339K Hold
1,850
– – 0.03% 123
2021
Q1 		$269K Buy
+1,850
New +$277K 0.04% 135

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Accredited Investors's BILL Position: Q1 2023 in Review

Accredited Investors sold out of BILL Holdings (BILL) in Q1 2023, closing a stake of 2,125 shares — an estimated $232K sold.

Accredited Investors first reported a position in BILL in Q1 2021 and held it in 8 quarters. The position peaked at $486K in Q3 2021. 405 funds tracked by Wall St. Rank hold BILL as of Q1 2023.

  • Accredited Investors reported no remaining BILL Holdings position as of Q1 2023 after selling out during the quarter.
  • Accredited Investors sold 2,125 BILL Holdings shares in Q1 2023, an estimated $232K.
  • Accredited Investors first reported a position in BILL Holdings in Q1 2021 and held it in 8 quarters.
  • Accredited Investors's BILL Holdings position peaked at $486K in Q3 2021.
  • 405 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2023.

Based on Accredited Investors's 13F filing for Q1 2023, filed 24 Apr 2023.