Castleview Partners’s BILL Holdings BILL Stock Holding History

Castleview Partners’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
2024 Q3	–	Sell	-25	Closed	-$1.32K	–	583
2024 Q2	$1.32K	Buy	+25	New	+$1.42K	﹤0.01%	784

Other funds holding BILL

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

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

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

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

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 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

NMO

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Castleview Partners's BILL Position: Q3 2024 in Review

Castleview Partners sold out of BILL Holdings (BILL) in Q3 2024, closing a stake of 25 shares — an estimated $1.32K sold.

Castleview Partners first reported a position in BILL in Q2 2024 and held it in 1 quarter. The position peaked at $1.32K in Q2 2024. 342 funds tracked by Wall St. Rank hold BILL as of Q3 2024.

Castleview Partners reported no remaining BILL Holdings position as of Q3 2024 after selling out during the quarter.
Castleview Partners sold 25 BILL Holdings shares in Q3 2024, an estimated $1.32K.
Castleview Partners first reported a position in BILL Holdings in Q2 2024 and held it in 1 quarter.
Castleview Partners's BILL Holdings position peaked at $1.32K in Q2 2024.
342 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.