CA
BILL icon

Crewe Advisors’s BILL Holdings BILL Stock Holding History

Crewe 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 		$11.8K Hold
307
– – ﹤0.01% 609
2025
Q4 		$16.7K Hold
307
– – ﹤0.01% 522
2025
Q3 		$16.3K Hold
307
– – ﹤0.01% 534
2025
Q2 		$14.2K Hold
307
– – ﹤0.01% 416
2025
Q1 		$14.1K Hold
307
– – ﹤0.01% 388
2024
Q4 		$26K Buy
307
+173
+129% +$12.9K ﹤0.01% 334
2024
Q3 		$7.07K Hold
134
– – ﹤0.01% 533
2024
Q2 		$7.05K Hold
134
– – ﹤0.01% 742
2024
Q1 		$9.21K Sell
134
-28
-17% -$1.96K ﹤0.01% 629
2023
Q4 		$13.2K Sell
162
-20
-11% -$1.64K ﹤0.01% 188
2023
Q3 		$19.8K Hold
182
– – ﹤0.01% 198
2023
Q2 		$21.3K Hold
182
– – ﹤0.01% 340
2023
Q1 		$14.8K Sell
182
-11
-6% -$1.02K ﹤0.01% 485
2022
Q4 		$21K Buy
193
+21
+12% +$2.52K ﹤0.01% 408
2022
Q3 		$23K Buy
172
+9
+6% +$1.29K ﹤0.01% 433
2022
Q2 		$18K Buy
+163
New +$23.7K ﹤0.01% 442
2022
Q1 		– Sell
-52
Closed -$13K – 477
2021
Q4 		$13K Hold
52
– – ﹤0.01% 303
2021
Q3 		$14K Buy
+52
New +$12K ﹤0.01% 234

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