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Cary Street Partners Investment Advisory’s BILL Holdings BILL Stock Holding History

Cary Street Partners Investment Advisory’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
2020
Q4 		– Sell
-600
Closed -$60K – 407
2020
Q3 		$60K Buy
+600
New +$54.6K 0.01% 458

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
DII
DCM International IV Menlo Park, California $288M AUM

Cary Street Partners Investment Advisory's BILL Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of BILL Holdings (BILL) in Q4 2020, closing a stake of 600 shares — an estimated $60K sold.

Cary Street Partners Investment Advisory first reported a position in BILL in Q3 2020 and held it in 1 quarter. The position peaked at $60K in Q3 2020. 285 funds tracked by Wall St. Rank hold BILL as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining BILL Holdings position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 600 BILL Holdings shares in Q4 2020, an estimated $60K.
  • Cary Street Partners Investment Advisory first reported a position in BILL Holdings in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's BILL Holdings position peaked at $60K in Q3 2020.
  • 285 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.