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Coppell Advisory Solutions’s BILL Holdings BILL Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-369
Closed -$31.6K – 488
2024
Q4 		$31.6K Buy
369
+247
+202% +$18.4K ﹤0.01% 726
2024
Q3 		$6.49K Hold
122
– – ﹤0.01% 1207
2024
Q2 		$6.42K Buy
+122
New +$6.9K ﹤0.01% 1138
2023
Q4 		$9.95K Sell
122
-284
-70% -$23.3K ﹤0.01% 935
2023
Q3 		$44.2K Sell
406
-42
-9% -$4.78K 0.02% 356
2023
Q2 		$52K Buy
+448
New +$42.6K 0.01% 354
2023
Q1 		– Sell
-406
Closed -$44.2K – 283
2022
Q4 		$44.2K Buy
+406
New +$48.7K 0.02% 358

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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return