EWA
BILL icon

EverSource Wealth Advisors’s BILL Holdings BILL Stock Holding History

EverSource Wealth 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 		$5.17K Buy
135
+47
+53% +$2.1K ﹤0.01% 3254
2025
Q4 		$4.8K Buy
88
+27
+44% +$1.39K ﹤0.01% 3140
2025
Q3 		$3.23K Buy
61
+8
+15% +$372 ﹤0.01% 3336
2025
Q2 		$2.45K Buy
53
+14
+36% +$619 ﹤0.01% 3440
2025
Q1 		$1.79K Sell
39
-264
-87% -$17.8K ﹤0.01% 2977
2024
Q4 		$25.7K Buy
303
+82
+37% +$6.12K ﹤0.01% 1501
2024
Q3 		$11.7K Buy
221
+149
+207% +$7.67K ﹤0.01% 1770
2024
Q2 		$3.6K Buy
72
+11
+18% +$622 ﹤0.01% 2335
2024
Q1 		$3.81K Buy
61
+24
+65% +$1.68K ﹤0.01% 2171
2023
Q4 		$3.02K Sell
37
-111
-75% -$9.11K ﹤0.01% 2051
2023
Q3 		$16.1K Buy
148
+25
+20% +$2.84K ﹤0.01% 1211
2023
Q2 		$14.4K Buy
123
+61
+98% +$5.79K ﹤0.01% 1287
2023
Q1 		$5.03K Sell
62
-8
-11% -$742 ﹤0.01% 1642
2022
Q4 		$7.63K Sell
70
-1
-1% -$120 ﹤0.01% 1434
2022
Q3 		$10K Buy
+71
New +$10.2K ﹤0.01% 1123

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