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Avior Wealth Management’s BILL Holdings BILL Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-37
Closed -$2.09K – 2439
2024
Q1 		$2.54K Buy
+37
New +$2.59K ﹤0.01% 2233
2023
Q1 		– Sell
-2,335
Closed -$254K – 1633
2022
Q4 		$254K Buy
2,335
+246
+12% +$29.5K 0.02% 430
2022
Q3 		$276K Sell
2,089
-426
-17% -$61.2K 0.02% 393
2022
Q2 		$276K Buy
2,515
+842
+50% +$123K 0.03% 371
2022
Q1 		$379K Buy
1,673
+423
+34% +$88.2K 0.03% 350
2021
Q4 		$311K Buy
+1,250
New +$353K 0.03% 387

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avior Wealth Management's BILL Position: Q2 2024 in Review

Avior Wealth Management sold out of BILL Holdings (BILL) in Q2 2024, closing a stake of 37 shares — an estimated $2.09K sold.

Avior Wealth Management first reported a position in BILL in Q4 2021 and held it in 6 quarters. The position peaked at $379K in Q1 2022. 337 funds tracked by Wall St. Rank hold BILL as of Q2 2024.

  • Avior Wealth Management reported no remaining BILL Holdings position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 37 BILL Holdings shares in Q2 2024, an estimated $2.09K.
  • Avior Wealth Management first reported a position in BILL Holdings in Q4 2021 and held it in 6 quarters.
  • Avior Wealth Management's BILL Holdings position peaked at $379K in Q1 2022.
  • 337 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.