AWM
BILL icon

Avitas Wealth Management’s BILL Holdings BILL Stock Holding History

Avitas 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
2023
Q1 		– Sell
-2,090
Closed -$228K – 202
2022
Q4 		$228K Buy
+2,090
New +$251K 0.05% 178
2022
Q3 		– Sell
-1,888
Closed -$208K – 188
2022
Q2 		$208K Buy
+1,888
New +$275K 0.05% 184
2022
Q1 		– Sell
-2,959
Closed -$737K – 193
2021
Q4 		$737K Buy
2,959
+97
+3% +$27.4K 0.12% 141
2021
Q3 		$764K Sell
2,862
-24
-0.8% -$5.54K 0.14% 145
2021
Q2 		$529K Sell
2,886
-1,459
-34% -$229K 0.09% 173
2021
Q1 		$632K Sell
4,345
-1,324
-23% -$198K 0.12% 178
2020
Q4 		$774K Buy
5,669
+259
+5% +$30.5K 0.16% 161
2020
Q3 		$543K Buy
5,410
+1,969
+57% +$179K 0.15% 139
2020
Q2 		$310K Buy
+3,441
New +$222K 0.1% 150

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 $5.7T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return