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Baker Tilly Wealth Management’s BILL Holdings BILL Stock Holding History

Baker Tilly 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
Q1 		– Sell
-4,894
Closed -$399K – 418
2023
Q4 		$399K Buy
4,894
+276
+6% +$22.7K 0.07% 338
2023
Q3 		$501K Sell
4,618
-1,134
-20% -$129K 0.08% 258
2023
Q2 		$672K Sell
5,752
-385
-6% -$36.6K 0.07% 273
2023
Q1 		$498K Sell
6,137
-1,332
-18% -$124K 0.06% 335
2022
Q4 		$814K Sell
7,469
-301
-4% -$36.1K 0.1% 227
2022
Q3 		$1.03M Sell
7,770
-932
-11% -$134K 0.14% 154
2022
Q2 		$957K Sell
8,702
-92
-1% -$13.4K 0.13% 176
2022
Q1 		$1.99M Sell
8,794
-355
-4% -$74K 0.22% 94
2021
Q4 		$2.28M Buy
9,149
+83
+0.9% +$23.5K 0.24% 81
2021
Q3 		$2.42M Sell
9,066
-2,508
-22% -$579K 0.32% 61
2021
Q2 		$2.12M Buy
11,574
+939
+9% +$147K 0.34% 65
2021
Q1 		$1.55M Buy
10,635
+2,152
+25% +$322K 0.32% 77
2020
Q4 		$1.16M Buy
+8,483
New +$1M 0.36% 67

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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

Baker Tilly Wealth Management's BILL Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of BILL Holdings (BILL) in Q1 2024, closing a stake of 4,894 shares — an estimated $399K sold.

Baker Tilly Wealth Management first reported a position in BILL in Q4 2020 and held it in 13 quarters. The position peaked at $2.42M in Q3 2021. 376 funds tracked by Wall St. Rank hold BILL as of Q1 2024.

  • Baker Tilly Wealth Management reported no remaining BILL Holdings position as of Q1 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 4,894 BILL Holdings shares in Q1 2024, an estimated $399K.
  • Baker Tilly Wealth Management first reported a position in BILL Holdings in Q4 2020 and held it in 13 quarters.
  • Baker Tilly Wealth Management's BILL Holdings position peaked at $2.42M in Q3 2021.
  • 376 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.