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Comprehensive Financial Management’s BILL Holdings BILL Stock Holding History

Comprehensive Financial Management’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
2020
Q3 		– Sell
-33,692
Closed -$3.04M – 25
2020
Q2 		$3.04M Buy
+33,692
New +$2.17M 0.04% 14

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 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
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Comprehensive Financial Management's BILL Position: Q3 2020 in Review

Comprehensive Financial Management sold out of BILL Holdings (BILL) in Q3 2020, closing a stake of 33,692 shares — an estimated $3.04M sold.

Comprehensive Financial Management first reported a position in BILL in Q2 2020 and held it in 1 quarter. The position peaked at $3.04M in Q2 2020. 246 funds tracked by Wall St. Rank hold BILL as of Q3 2020.

  • Comprehensive Financial Management reported no remaining BILL Holdings position as of Q3 2020 after selling out during the quarter.
  • Comprehensive Financial Management sold 33,692 BILL Holdings shares in Q3 2020, an estimated $3.04M.
  • Comprehensive Financial Management first reported a position in BILL Holdings in Q2 2020 and held it in 1 quarter.
  • Comprehensive Financial Management's BILL Holdings position peaked at $3.04M in Q2 2020.
  • 246 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2020.

Based on Comprehensive Financial Management's 13F filing for Q3 2020, filed 13 Nov 2020.