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Clearstead Advisors’s BILL Holdings BILL Stock Holding History

Clearstead 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
2026
Q1 		$920 Sell
24
-253
-91% -$11.3K ﹤0.01% 2055
2025
Q4 		$15.1K Buy
277
+203
+274% +$10.4K ﹤0.01% 1790
2025
Q3 		$3.92K Sell
74
-78
-51% -$3.62K ﹤0.01% 2251
2025
Q2 		$7.03K Sell
152
-173
-53% -$7.65K ﹤0.01% 2007
2025
Q1 		$14.9K Buy
325
+59
+22% +$3.97K ﹤0.01% 1495
2024
Q4 		$22.5K Buy
266
+115
+76% +$8.58K ﹤0.01% 1347
2024
Q3 		$7.97K Sell
151
-107
-41% -$5.51K ﹤0.01% 1630
2024
Q2 		$13.6K Buy
+258
New +$14.6K ﹤0.01% 1477
2023
Q2 		– Sell
-60
Closed -$4.87K – 1383
2023
Q1 		$4.87K Hold
60
– – ﹤0.01% 1024
2022
Q4 		$6.54K Hold
60
– – ﹤0.01% 956
2022
Q3 		$8K Hold
60
– – ﹤0.01% 911
2022
Q2 		$7K Hold
60
– – ﹤0.01% 961
2022
Q1 		$14K Buy
60
+35
+140% +$7.3K ﹤0.01% 924
2021
Q4 		$6K Buy
+25
New +$7.07K ﹤0.01% 969

Other funds holding BILL

ECH
ER Collective Holdings Washington, District of Columbia $326M AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return