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Alera Investment Advisors’s BILL Holdings BILL Stock Holding History

Alera Investment Advisors’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
Q3 		– Sell
-2,546
Closed -$298K – 161
2023
Q2 		$298K Buy
+2,546
New +$242K 0.06% 145
2023
Q1 		– Sell
-2,477
Closed -$270K – 171
2022
Q4 		$270K Sell
2,477
-19
-0.8% -$2.28K 0.06% 151
2022
Q3 		$331K Buy
2,496
+39
+2% +$5.6K 0.09% 134
2022
Q2 		$270K Buy
2,457
+85
+4% +$12.4K 0.08% 153
2022
Q1 		$538K Buy
+2,372
New +$495K 0.12% 112

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Alera Investment Advisors's BILL Position: Q3 2023 in Review

Alera Investment Advisors sold out of BILL Holdings (BILL) in Q3 2023, closing a stake of 2,546 shares — an estimated $298K sold.

Alera Investment Advisors first reported a position in BILL in Q1 2022 and held it in 5 quarters. The position peaked at $538K in Q1 2022. 422 funds tracked by Wall St. Rank hold BILL as of Q3 2023.

  • Alera Investment Advisors reported no remaining BILL Holdings position as of Q3 2023 after selling out during the quarter.
  • Alera Investment Advisors sold 2,546 BILL Holdings shares in Q3 2023, an estimated $298K.
  • Alera Investment Advisors first reported a position in BILL Holdings in Q1 2022 and held it in 5 quarters.
  • Alera Investment Advisors's BILL Holdings position peaked at $538K in Q1 2022.
  • 422 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2023.

Based on Alera Investment Advisors's 13F filing for Q3 2023, filed 11 Oct 2023.