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Atria Wealth Solutions’s BILL Holdings BILL Stock Holding History

Atria Wealth Solutions’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
Q4 		– Sell
-31,048
Closed -$3.37M – 1934
2023
Q3 		$3.37M Sell
31,048
-203
-0.6% -$23.1K 0.05% 404
2023
Q2 		$3.65M Buy
31,251
+5,746
+23% +$546K 0.05% 373
2023
Q1 		$2.07M Sell
25,505
-2,339
-8% -$217K 0.03% 527
2022
Q4 		$3.03M Sell
27,844
-192
-0.7% -$23.1K 0.05% 378
2022
Q3 		$3.71M Sell
28,036
-20
-0.1% -$2.87K 0.06% 298
2022
Q2 		$3.08M Buy
28,056
+25,610
+1,047% +$3.73M 0.06% 333
2022
Q1 		$555K Buy
+2,446
New +$510K 0.01% 1007

Other funds holding BILL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
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
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Atria Wealth Solutions's BILL Position: Q4 2023 in Review

Atria Wealth Solutions sold out of BILL Holdings (BILL) in Q4 2023, closing a stake of 31,048 shares — an estimated $3.37M sold.

Atria Wealth Solutions first reported a position in BILL in Q1 2022 and held it in 7 quarters. The position peaked at $3.71M in Q3 2022. 411 funds tracked by Wall St. Rank hold BILL as of Q4 2023.

  • Atria Wealth Solutions reported no remaining BILL Holdings position as of Q4 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 31,048 BILL Holdings shares in Q4 2023, an estimated $3.37M.
  • Atria Wealth Solutions first reported a position in BILL Holdings in Q1 2022 and held it in 7 quarters.
  • Atria Wealth Solutions's BILL Holdings position peaked at $3.71M in Q3 2022.
  • 411 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.