DAS
BILL icon

Diversify Advisory Services’s BILL Holdings BILL Stock Holding History

Diversify Advisory Services’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
2024
Q2 		– Sell
-49,715
Closed -$3.21M – 648
2024
Q1 		$3.21M Buy
+49,715
New +$3.48M 0.19% 112

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Diversify Advisory Services's BILL Position: Q2 2024 in Review

Diversify Advisory Services sold out of BILL Holdings (BILL) in Q2 2024, closing a stake of 49,715 shares — an estimated $3.21M sold.

Diversify Advisory Services first reported a position in BILL in Q1 2024 and held it in 1 quarter. The position peaked at $3.21M in Q1 2024. 337 funds tracked by Wall St. Rank hold BILL as of Q2 2024.

  • Diversify Advisory Services reported no remaining BILL Holdings position as of Q2 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 49,715 BILL Holdings shares in Q2 2024, an estimated $3.21M.
  • Diversify Advisory Services first reported a position in BILL Holdings in Q1 2024 and held it in 1 quarter.
  • Diversify Advisory Services's BILL Holdings position peaked at $3.21M in Q1 2024.
  • 337 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2024.

Based on Diversify Advisory Services's 13F filing for Q2 2024, filed 12 Jul 2024.