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Berman Capital Advisors’s BILL Holdings BILL Stock Holding History

Berman Capital 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
2021
Q3 		$73K Buy
276
+37
+15% +$8.54K 0.01% 536
2021
Q2 		$43K Buy
239
+218
+1,038% +$34.2K 0.01% 634
2021
Q1 		$3K Buy
+21
New +$3.15K ﹤0.01% 1394

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.66T AUM 25.57% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Berman Capital Advisors's BILL Position: Q3 2021 in Review

Berman Capital Advisors increased its BILL Holdings (BILL) stake by 15% in Q3 2021, buying an estimated $8.54K and bringing the position to 276 shares worth $73K. The position accounts for 0.01% of the portfolio, ranked #536.

Berman Capital Advisors first reported a position in BILL in Q1 2021 and has held it in 3 quarters since. 429 funds tracked by Wall St. Rank hold BILL as of Q3 2021.

  • Berman Capital Advisors held 276 shares of BILL Holdings worth $73K as of Q3 2021.
  • Berman Capital Advisors bought 37 BILL Holdings shares in Q3 2021, an estimated $8.54K.
  • BILL Holdings made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #536 holding.
  • Berman Capital Advisors first reported a position in BILL Holdings in Q1 2021 and has held it in 3 quarters since.
  • 429 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.