AWA
BILL icon

Aquire Wealth Advisors’s BILL Holdings BILL Stock Holding History

Aquire Wealth 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
2022
Q2 		– Sell
-5,407
Closed -$1.23M – 35
2022
Q1 		$1.23M Hold
5,407
– – 0.65% 25
2021
Q4 		$1.35M Buy
+5,407
New +$1.53M 0.71% 23

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 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
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aquire Wealth Advisors's BILL Position: Q2 2022 in Review

Aquire Wealth Advisors sold out of BILL Holdings (BILL) in Q2 2022, closing a stake of 5,407 shares — an estimated $1.23M sold.

Aquire Wealth Advisors first reported a position in BILL in Q4 2021 and held it in 2 quarters. The position peaked at $1.35M in Q4 2021. 432 funds tracked by Wall St. Rank hold BILL as of Q2 2022.

  • Aquire Wealth Advisors reported no remaining BILL Holdings position as of Q2 2022 after selling out during the quarter.
  • Aquire Wealth Advisors sold 5,407 BILL Holdings shares in Q2 2022, an estimated $1.23M.
  • Aquire Wealth Advisors first reported a position in BILL Holdings in Q4 2021 and held it in 2 quarters.
  • Aquire Wealth Advisors's BILL Holdings position peaked at $1.35M in Q4 2021.
  • 432 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2022.

Based on Aquire Wealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.