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Caliber Wealth Management (Utah)’s BILL Holdings BILL Stock Holding History

Caliber Wealth Management (Utah)’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
-6,421
Closed -$700K – 66
2022
Q4 		$700K Sell
6,421
-9,458
-60% -$1.14M 0.53% 53
2022
Q3 		$2.1M Sell
15,879
-895
-5% -$129K 1.66% 26
2022
Q2 		$1.84M Buy
16,774
+14,813
+755% +$2.16M 1.43% 30
2022
Q1 		$445K Sell
1,961
-77
-4% -$16.1K 0.28% 56
2021
Q4 		$369K Sell
2,038
-600
-23% -$170K 0.25% 61
2021
Q3 		$781K Buy
+2,638
New +$609K 0.55% 63

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

Caliber Wealth Management (Utah)'s BILL Position: Q1 2023 in Review

Caliber Wealth Management (Utah) sold out of BILL Holdings (BILL) in Q1 2023, closing a stake of 6,421 shares — an estimated $700K sold.

Caliber Wealth Management (Utah) first reported a position in BILL in Q3 2021 and held it in 6 quarters. The position peaked at $2.1M in Q3 2022. 404 funds tracked by Wall St. Rank hold BILL as of Q1 2023.

  • Caliber Wealth Management (Utah) reported no remaining BILL Holdings position as of Q1 2023 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 6,421 BILL Holdings shares in Q1 2023, an estimated $700K.
  • Caliber Wealth Management (Utah) first reported a position in BILL Holdings in Q3 2021 and held it in 6 quarters.
  • Caliber Wealth Management (Utah)'s BILL Holdings position peaked at $2.1M in Q3 2022.
  • 404 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2023, filed 10 Apr 2023.