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Alliance Wealth Advisors (Utah)’s BILL Holdings BILL Stock Holding History

Alliance Wealth Advisors (Utah)’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
-3,610
Closed -$295K – 232
2023
Q4 		$295K Buy
3,610
+13
+0.4% +$1.07K 0.1% 196
2023
Q3 		$391K Sell
3,597
-3
-0.1% -$341 0.14% 148
2023
Q2 		$421K Sell
3,600
-33
-0.9% -$3.13K 0.16% 140
2023
Q1 		$295K Buy
3,633
+110
+3% +$10.2K 0.12% 176
2022
Q4 		$384K Buy
+3,523
New +$423K 0.17% 129

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

Alliance Wealth Advisors (Utah)'s BILL Position: Q1 2024 in Review

Alliance Wealth Advisors (Utah) sold out of BILL Holdings (BILL) in Q1 2024, closing a stake of 3,610 shares — an estimated $295K sold.

Alliance Wealth Advisors (Utah) first reported a position in BILL in Q4 2022 and held it in 5 quarters. The position peaked at $421K in Q2 2023. 376 funds tracked by Wall St. Rank hold BILL as of Q1 2024.

  • Alliance Wealth Advisors (Utah) reported no remaining BILL Holdings position as of Q1 2024 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 3,610 BILL Holdings shares in Q1 2024, an estimated $295K.
  • Alliance Wealth Advisors (Utah) first reported a position in BILL Holdings in Q4 2022 and held it in 5 quarters.
  • Alliance Wealth Advisors (Utah)'s BILL Holdings position peaked at $421K in Q2 2023.
  • 376 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2024.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2024, filed 13 May 2024.