FinTrust Capital Advisors’s BILL Holdings BILL Stock Holding History

FinTrust Capital 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
2023 Q3	–	Sell	-32	Closed	-$3.49K	–	1240
2023 Q2	$3.49K	Hold	32	–	–	﹤0.01%	933
2023 Q1	$3.49K	Hold	32	–	–	﹤0.01%	926
2022 Q4	$3.49K	Buy	+32	New	+$3.84K	﹤0.01%	924
2022 Q3	–	Sell	-33	Closed	-$4K	–	1222
2022 Q2	$4K	Hold	33	–	–	﹤0.01%	1045
2022 Q1	$7K	Buy	+33	New	+$6.88K	﹤0.01%	1013

Other funds holding BILL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

FinTrust Capital Advisors's BILL Position: Q3 2023 in Review

FinTrust Capital Advisors sold out of BILL Holdings (BILL) in Q3 2023, closing a stake of 32 shares — an estimated $3.49K sold.

FinTrust Capital Advisors first reported a position in BILL in Q1 2022 and held it in 5 quarters. The position peaked at $7K in Q1 2022. 422 funds tracked by Wall St. Rank hold BILL as of Q3 2023.

FinTrust Capital Advisors reported no remaining BILL Holdings position as of Q3 2023 after selling out during the quarter.
FinTrust Capital Advisors sold 32 BILL Holdings shares in Q3 2023, an estimated $3.49K.
FinTrust Capital Advisors first reported a position in BILL Holdings in Q1 2022 and held it in 5 quarters.
FinTrust Capital Advisors's BILL Holdings position peaked at $7K in Q1 2022.
422 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2023.

Based on FinTrust Capital Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.