CIBC Private Wealth Group
BILL icon

CIBC Private Wealth Group’s BILL Holdings BILL Stock Holding History

CIBC Private Wealth Group’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
Q4 		$6.25M Buy
114,639
+9,025
+9% +$464K 0.01% 399
2025
Q3 		$5.59M Sell
105,614
-669
-0.6% -$31.1K 0.01% 408
2025
Q2 		$4.92M Buy
106,283
+42,909
+68% +$1.9M 0.01% 428
2025
Q1 		$2.4M Buy
63,374
+51,556
+436% +$3.47M 0.01% 508
2024
Q4 		$975K Sell
11,818
-29,829
-72% -$2.22M ﹤0.01% 698
2024
Q3 		$2.2M Sell
41,647
-30,581
-42% -$1.57M ﹤0.01% 551
2024
Q2 		$3.73M Buy
72,228
+14,382
+25% +$814K 0.01% 448
2024
Q1 		$3.73M Buy
57,846
+7,941
+16% +$555K 0.01% 447
2023
Q4 		$4.07M Sell
49,905
-122,453
-71% -$10.1M 0.01% 415
2023
Q3 		$18.7M Sell
172,358
-7,963
-4% -$906K 0.04% 264
2023
Q2 		$21.1M Buy
180,321
+86,684
+93% +$8.23M 0.05% 264
2023
Q1 		$7.6M Buy
93,637
+60,835
+185% +$5.64M 0.02% 345
2022
Q4 		$3.57M Buy
+32,802
New +$3.94M 0.01% 363
2022
Q3 		– Sell
-4
Closed – – 940
2022
Q2 		$0 Buy
+4
New +$582 ﹤0.01% 1202

Other funds holding BILL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECH
ER Collective Holdings Washington, District of Columbia $326M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return