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Evolution Wealth Advisors’s BILL Holdings BILL Stock Holding History

Evolution 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
2020
Q3 		– Sell
-1,690
Closed -$152K – 586
2020
Q2 		$152K Buy
+1,690
New +$109K 0.05% 94

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evolution Wealth Advisors's BILL Position: Q3 2020 in Review

Evolution Wealth Advisors sold out of BILL Holdings (BILL) in Q3 2020, closing a stake of 1,690 shares — an estimated $152K sold.

Evolution Wealth Advisors first reported a position in BILL in Q2 2020 and held it in 1 quarter. The position peaked at $152K in Q2 2020. 246 funds tracked by Wall St. Rank hold BILL as of Q3 2020.

  • Evolution Wealth Advisors reported no remaining BILL Holdings position as of Q3 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,690 BILL Holdings shares in Q3 2020, an estimated $152K.
  • Evolution Wealth Advisors first reported a position in BILL Holdings in Q2 2020 and held it in 1 quarter.
  • Evolution Wealth Advisors's BILL Holdings position peaked at $152K in Q2 2020.
  • 246 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2020.

Based on Evolution Wealth Advisors's 13F filing for Q3 2020, filed 15 Oct 2020.