BRWA
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B. Riley Wealth Advisors’s BILL Holdings BILL Stock Holding History

B. Riley 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
2023
Q1 		– Sell
-1,890
Closed -$206K – 1529
2022
Q4 		$206K Sell
1,890
-101
-5% -$12.1K 0.01% 1247
2022
Q3 		$264K Buy
1,991
+16
+0.8% +$2.3K 0.01% 1083
2022
Q2 		$218K Sell
1,975
-168
-8% -$24.5K 0.01% 1013
2022
Q1 		$487K Buy
2,143
+714
+50% +$149K 0.02% 761
2021
Q4 		$357K Buy
1,429
+206
+17% +$58.2K 0.01% 976
2021
Q3 		$327K Buy
+1,223
New +$282K 0.01% 994

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 $5.72T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B 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

B. Riley Wealth Advisors's BILL Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of BILL Holdings (BILL) in Q1 2023, closing a stake of 1,890 shares — an estimated $206K sold.

B. Riley Wealth Advisors first reported a position in BILL in Q3 2021 and held it in 6 quarters. The position peaked at $487K in Q1 2022. 404 funds tracked by Wall St. Rank hold BILL as of Q1 2023.

  • B. Riley Wealth Advisors reported no remaining BILL Holdings position as of Q1 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,890 BILL Holdings shares in Q1 2023, an estimated $206K.
  • B. Riley Wealth Advisors first reported a position in BILL Holdings in Q3 2021 and held it in 6 quarters.
  • B. Riley Wealth Advisors's BILL Holdings position peaked at $487K in Q1 2022.
  • 404 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.