BMS Financial Advisors’s BILL Holdings BILL Stock Holding History

BMS Financial 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 Q2	$202K	Buy	+1,725	New	+$164K	0.13%	112
2022 Q4	–	Sell	-1,846	Closed	-$244K	–	94
2022 Q3	$244K	Sell	1,846 -158	-8%	-$22.7K	0.17%	96
2022 Q2	$220K	Buy	2,004 +433	+28%	+$63K	0.14%	94
2022 Q1	$356K	Buy	+1,571	New	+$328K	0.23%	86

Other funds holding BILL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BMS Financial Advisors's BILL Position: Q2 2023 in Review

BMS Financial Advisors opened a new position in BILL Holdings (BILL) in Q2 2023: 1,725 shares worth $202K. The stake represents 0.13% of the portfolio and ranks #112 among its holdings. This is a return to the name: BMS Financial Advisors previously reported a position in BILL as recently as Q3 2022.

BMS Financial Advisors first reported a position in BILL in Q1 2022 and has held it in 4 quarters since. The position peaked at $356K in Q1 2022. 418 funds tracked by Wall St. Rank hold BILL as of Q2 2023.

BMS Financial Advisors held 1,725 shares of BILL Holdings worth $202K as of Q2 2023.
BILL Holdings was a new BMS Financial Advisors position in Q2 2023.
BILL Holdings made up 0.13% of BMS Financial Advisors's portfolio in Q2 2023, its #112 holding.
BMS Financial Advisors first reported a position in BILL Holdings in Q1 2022 and has held it in 4 quarters since.
BMS Financial Advisors's BILL Holdings position peaked at $356K in Q1 2022.
418 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.