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FineMark National Bank & Trust’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

FineMark National Bank & Trust’s Portfolio BIL Stock Details BIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-9,084
Closed -$831K – 393
2022
Q2 		$831K Buy
9,084
+20
+0.2% +$1.83K 0.04% 217
2022
Q1 		$829K Buy
+9,064
New +$829K 0.03% 232

Other funds holding BIL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FineMark National Bank & Trust's BIL Position: Q3 2022 in Review

FineMark National Bank & Trust sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2022, closing a stake of 9,084 shares — an estimated $831K sold.

FineMark National Bank & Trust first reported a position in BIL in Q1 2022 and held it in 2 quarters. The position peaked at $831K in Q2 2022. 579 funds tracked by Wall St. Rank hold BIL as of Q3 2022.

  • FineMark National Bank & Trust reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2022 after selling out during the quarter.
  • FineMark National Bank & Trust sold 9,084 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2022, an estimated $831K.
  • FineMark National Bank & Trust first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2022 and held it in 2 quarters.
  • FineMark National Bank & Trust's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $831K in Q2 2022.
  • 579 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2022.

Based on FineMark National Bank & Trust's 13F filing for Q3 2022, filed 14 Nov 2022.