Cerity Partners
BILL icon

Cerity Partners’s BILL Holdings BILL Stock Holding History

Cerity 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
Q4 		– Sell
-3,815
Closed -$201K – 2441
2024
Q3 		$201K Buy
+3,815
New +$196K ﹤0.01% 2319
2024
Q2 		– Sell
-3,756
Closed -$258K – 2244
2024
Q1 		$258K Buy
3,756
+770
+26% +$53.8K ﹤0.01% 1954
2023
Q4 		$244K Sell
2,986
-812
-21% -$66.7K ﹤0.01% 1626
2023
Q3 		$412K Buy
3,798
+662
+21% +$75.3K ﹤0.01% 1039
2023
Q2 		$366K Buy
3,136
+411
+15% +$39K ﹤0.01% 1312
2023
Q1 		$221K Buy
2,725
+338
+14% +$31.3K ﹤0.01% 1667
2022
Q4 		$260K Buy
+2,387
New +$287K ﹤0.01% 1207

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cerity Partners's BILL Position: Q4 2024 in Review

Cerity Partners sold out of BILL Holdings (BILL) in Q4 2024, closing a stake of 3,815 shares — an estimated $201K sold.

Cerity Partners first reported a position in BILL in Q4 2022 and held it in 7 quarters. The position peaked at $412K in Q3 2023. 412 funds tracked by Wall St. Rank hold BILL as of Q4 2024.

  • Cerity Partners reported no remaining BILL Holdings position as of Q4 2024 after selling out during the quarter.
  • Cerity Partners sold 3,815 BILL Holdings shares in Q4 2024, an estimated $201K.
  • Cerity Partners first reported a position in BILL Holdings in Q4 2022 and held it in 7 quarters.
  • Cerity Partners's BILL Holdings position peaked at $412K in Q3 2023.
  • 412 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2024.

Based on Cerity Partners's 13F filing for Q4 2024, filed 13 Feb 2025.