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Capital Wealth Planning’s BILL Holdings BILL Stock Holding History

Capital Wealth Planning’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
2022
Q1 		– Sell
-1,229
Closed -$306K – 97
2021
Q4 		$306K Buy
+1,229
New +$348K 0.01% 78

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Wealth Planning's BILL Position: Q1 2022 in Review

Capital Wealth Planning sold out of BILL Holdings (BILL) in Q1 2022, closing a stake of 1,229 shares — an estimated $306K sold.

Capital Wealth Planning first reported a position in BILL in Q4 2021 and held it in 1 quarter. The position peaked at $306K in Q4 2021. 486 funds tracked by Wall St. Rank hold BILL as of Q1 2022.

  • Capital Wealth Planning reported no remaining BILL Holdings position as of Q1 2022 after selling out during the quarter.
  • Capital Wealth Planning sold 1,229 BILL Holdings shares in Q1 2022, an estimated $306K.
  • Capital Wealth Planning first reported a position in BILL Holdings in Q4 2021 and held it in 1 quarter.
  • Capital Wealth Planning's BILL Holdings position peaked at $306K in Q4 2021.
  • 486 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2022.

Based on Capital Wealth Planning's 13F filing for Q1 2022, filed 11 May 2022.