Cetera Investment Advisers
BILL icon

Cetera Investment Advisers’s BILL Holdings BILL Stock Holding History

Cetera Investment Advisers’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
2025
Q2 		– Sell
-6,991
Closed -$321K – 4101
2025
Q1 		$321K Buy
6,991
+1,480
+27% +$99.5K ﹤0.01% 3213
2024
Q4 		$467K Buy
+5,511
New +$411K ﹤0.01% 2732
2024
Q2 		– Sell
-3,857
Closed -$265K – 3738
2024
Q1 		$265K Sell
3,857
-20,112
-84% -$1.41M ﹤0.01% 3145
2023
Q4 		$1.96M Sell
23,969
-790
-3% -$64.9K 0.02% 807
2023
Q3 		$2.69M Sell
24,759
-1,614
-6% -$184K 0.02% 633
2023
Q2 		$3.08M Buy
26,373
+419
+2% +$39.8K 0.03% 590
2023
Q1 		$2.11M Buy
25,954
+6,379
+33% +$592K 0.02% 713
2022
Q4 		$2.13M Buy
19,575
+8,622
+79% +$1.04M 0.02% 682
2022
Q3 		$1.45M Buy
10,953
+62
+0.6% +$8.91K 0.03% 570
2022
Q2 		$1.2M Buy
10,891
+8,218
+307% +$1.2M 0.02% 722
2022
Q1 		$606K Buy
+2,673
New +$557K 0.01% 1048

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return