Creative Financial Designs’s BILL Holdings BILL Stock Holding History

Creative Financial Designs’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
2023 Q3	–	Sell	-100	Closed	-$11.7K	–	1508
2023 Q2	$11.7K	Hold	100	–	–	﹤0.01%	970
2023 Q1	$8.11K	Hold	100	–	–	﹤0.01%	1010
2022 Q4	$10.9K	Hold	100	–	–	﹤0.01%	882
2022 Q3	$13K	Hold	100	–	–	﹤0.01%	824
2022 Q2	$11K	Hold	100	–	–	﹤0.01%	846
2022 Q1	$23K	Hold	100	–	–	﹤0.01%	734
2021 Q4	$25K	Hold	100	–	–	﹤0.01%	708
2021 Q3	$27K	Hold	100	–	–	﹤0.01%	782
2021 Q2	$18K	Hold	100	–	–	﹤0.01%	885
2021 Q1	$15K	Buy	+100	New	+$15K	﹤0.01%	844

Other funds holding BILL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NMO

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Creative Financial Designs's BILL Position: Q3 2023 in Review

Creative Financial Designs sold out of BILL Holdings (BILL) in Q3 2023, closing a stake of 100 shares — an estimated $11.7K sold.

Creative Financial Designs first reported a position in BILL in Q1 2021 and held it in 10 quarters. The position peaked at $27K in Q3 2021. 422 funds tracked by Wall St. Rank hold BILL as of Q3 2023.

Creative Financial Designs reported no remaining BILL Holdings position as of Q3 2023 after selling out during the quarter.
Creative Financial Designs sold 100 BILL Holdings shares in Q3 2023, an estimated $11.7K.
Creative Financial Designs first reported a position in BILL Holdings in Q1 2021 and held it in 10 quarters.
Creative Financial Designs's BILL Holdings position peaked at $27K in Q3 2021.
422 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2023.

Based on Creative Financial Designs's 13F filing for Q3 2023, filed 14 Nov 2023.