Envestnet Portfolio Solutions
BILL icon

Envestnet Portfolio Solutions’s BILL Holdings BILL Stock Holding History

Envestnet Portfolio 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
2024
Q1 		– Sell
-8,675
Closed -$708K – 1602
2023
Q4 		$708K Sell
8,675
-7,114
-45% -$584K ﹤0.01% 908
2023
Q3 		$1.71M Buy
+15,789
New +$1.8M 0.01% 588

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Envestnet Portfolio Solutions's BILL Position: Q1 2024 in Review

Envestnet Portfolio Solutions sold out of BILL Holdings (BILL) in Q1 2024, closing a stake of 8,675 shares — an estimated $708K sold.

Envestnet Portfolio Solutions first reported a position in BILL in Q3 2023 and held it in 2 quarters. The position peaked at $1.71M in Q3 2023. 376 funds tracked by Wall St. Rank hold BILL as of Q1 2024.

  • Envestnet Portfolio Solutions reported no remaining BILL Holdings position as of Q1 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 8,675 BILL Holdings shares in Q1 2024, an estimated $708K.
  • Envestnet Portfolio Solutions first reported a position in BILL Holdings in Q3 2023 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's BILL Holdings position peaked at $1.71M in Q3 2023.
  • 376 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2024, filed 6 May 2024.