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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 $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Coppell Advisory Solutions's BILL Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of BILL Holdings (BILL) in Q1 2025, closing a stake of 369 shares — an estimated $31.6K sold.

Coppell Advisory Solutions first reported a position in BILL in Q4 2022 and held it in 7 quarters. The position peaked at $52K in Q2 2023. 393 funds tracked by Wall St. Rank hold BILL as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining BILL Holdings position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 369 BILL Holdings shares in Q1 2025, an estimated $31.6K.
  • Coppell Advisory Solutions first reported a position in BILL Holdings in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's BILL Holdings position peaked at $52K in Q2 2023.
  • 393 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.