Claris Advisors’s BILL Holdings BILL Stock Holding History

Claris Advisors’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	Closed	-$158	–	198
2024 Q3	$158	Buy	+3	New	+$154	﹤0.01%	1033

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

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

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

NMO

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Claris Advisors's BILL Position: Q4 2024 in Review

Claris Advisors sold out of BILL Holdings (BILL) in Q4 2024, closing a stake of 3 shares — an estimated $158 sold.

Claris Advisors first reported a position in BILL in Q3 2024 and held it in 1 quarter. The position peaked at $158 in Q3 2024. 411 funds tracked by Wall St. Rank hold BILL as of Q4 2024.

Claris Advisors reported no remaining BILL Holdings position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 3 BILL Holdings shares in Q4 2024, an estimated $158.
Claris Advisors first reported a position in BILL Holdings in Q3 2024 and held it in 1 quarter.
Claris Advisors's BILL Holdings position peaked at $158 in Q3 2024.
411 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.