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Focused Wealth Management’s BILL Holdings BILL Stock Holding History

Focused Wealth Management’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
2022
Q1 		– Sell
-1,000
Closed -$8K – 994
2021
Q4 		$8K Buy
+1,000
New +$283K ﹤0.01% 619

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Focused Wealth Management's BILL Position: Q1 2023 in Review

Focused Wealth Management sold out of BILL Holdings (BILL) in Q1 2023, closing a stake of 4 shares — an estimated $436 sold.

Focused Wealth Management first reported a position in BILL in Q4 2022 and held it in 1 quarter. The position peaked at $436 in Q4 2022. 404 funds tracked by Wall St. Rank hold BILL as of Q1 2023.

  • Focused Wealth Management reported no remaining BILL Holdings position as of Q1 2023 after selling out during the quarter.
  • Focused Wealth Management sold 4 BILL Holdings shares in Q1 2023, an estimated $436.
  • Focused Wealth Management first reported a position in BILL Holdings in Q4 2022 and held it in 1 quarter.
  • Focused Wealth Management's BILL Holdings position peaked at $436 in Q4 2022.
  • 404 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2023.

Based on Focused Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.