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Capital Advisors Ltd’s BILL Holdings BILL Stock Holding History

Capital Advisors Ltd’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
2026
Q1 		$1K Buy
14
+10
+250% +$447 ﹤0.01% 1158
2025
Q4 		$0 Hold
4
– – ﹤0.01% 1355
2025
Q3 		$0 Hold
4
– – ﹤0.01% 1359
2025
Q2 		$0 Buy
4
+1
+33% +$44 ﹤0.01% 1349
2025
Q1 		$0 Buy
+3
New +$202 ﹤0.01% 1348
2024
Q3 		– Sell
-9
Closed – – 1380
2024
Q2 		$0 Buy
+9
New +$509 ﹤0.01% 1388
2024
Q1 		– Sell
-86
Closed -$7K – 1360
2023
Q4 		$7K Hold
86
– – ﹤0.01% 746
2023
Q3 		$9K Hold
86
– – ﹤0.01% 695
2023
Q2 		$10K Buy
+86
New +$8.17K ﹤0.01% 691
2023
Q1 		– Sell
-95
Closed -$1K – 1211
2022
Q4 		$1K Buy
95
+77
+428% +$9.24K ﹤0.01% 946
2022
Q3 		$2K Buy
18
+12
+200% +$1.72K ﹤0.01% 810
2022
Q2 		$1K Buy
+6
New +$873 ﹤0.01% 724
2022
Q1 		– Sell
-2
Closed – – 916
2021
Q4 		$0 Buy
+2
New +$566 ﹤0.01% 818

Other funds holding BILL

ECH
ER Collective Holdings Washington, District of Columbia $326M AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return