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DFPG Investments’s BILL Holdings BILL Stock Holding History

DFPG Investments’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
Q4 		$7.45M Buy
100,031
+86,912
+662% +$7.14M 0.58% 33
2023
Q3 		$735K Buy
13,119
+1,418
+12% +$161K 0.07% 260
2023
Q2 		$1.55M Buy
11,701
+8,612
+279% +$818K 0.14% 152
2023
Q1 		$251K Sell
3,089
-112
-3% -$10.4K 0.03% 466
2022
Q4 		$328K Buy
+3,201
New +$384K 0.05% 337

Other funds holding BILL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DFPG Investments's BILL Position: Q4 2023 in Review

DFPG Investments increased its BILL Holdings (BILL) stake by 662% in Q4 2023, buying an estimated $7.14M and bringing the position to 100,031 shares worth $7.45M. The position accounts for 0.58% of the portfolio, ranked #33.

DFPG Investments first reported a position in BILL in Q4 2022 and has held it in 5 quarters since. 410 funds tracked by Wall St. Rank hold BILL as of Q4 2023.

  • DFPG Investments held 100,031 shares of BILL Holdings worth $7.45M as of Q4 2023.
  • DFPG Investments bought 86,912 BILL Holdings shares in Q4 2023, an estimated $7.14M.
  • BILL Holdings made up 0.58% of DFPG Investments's portfolio in Q4 2023, its #33 holding.
  • DFPG Investments first reported a position in BILL Holdings in Q4 2022 and has held it in 5 quarters since.
  • 410 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.