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Advisory Resource Group’s BILL Holdings BILL Stock Holding History

Advisory Resource Group’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
2024
Q1 		– Sell
-11,308
Closed -$923K – 160
2023
Q4 		$923K Buy
11,308
+4,353
+63% +$357K 0.23% 71
2023
Q3 		$755K Buy
6,955
+403
+6% +$45.8K 0.2% 72
2023
Q2 		$766K Sell
6,552
-1,053
-14% -$100K 0.21% 70
2023
Q1 		$617K Buy
7,605
+2,874
+61% +$267K 0.17% 88
2022
Q4 		$515K Buy
4,731
+1,958
+71% +$235K 0.15% 98
2022
Q3 		$367K Buy
+2,773
New +$398K 0.12% 97

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Advisory Resource Group's BILL Position: Q1 2024 in Review

Advisory Resource Group sold out of BILL Holdings (BILL) in Q1 2024, closing a stake of 11,308 shares — an estimated $923K sold.

Advisory Resource Group first reported a position in BILL in Q3 2022 and held it in 6 quarters. The position peaked at $923K in Q4 2023. 376 funds tracked by Wall St. Rank hold BILL as of Q1 2024.

  • Advisory Resource Group reported no remaining BILL Holdings position as of Q1 2024 after selling out during the quarter.
  • Advisory Resource Group sold 11,308 BILL Holdings shares in Q1 2024, an estimated $923K.
  • Advisory Resource Group first reported a position in BILL Holdings in Q3 2022 and held it in 6 quarters.
  • Advisory Resource Group's BILL Holdings position peaked at $923K in Q4 2023.
  • 376 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2024.

Based on Advisory Resource Group's 13F filing for Q1 2024, filed 17 May 2024.