FourThought Financial’s BILL Holdings BILL Stock Holding History

FourThought Financial’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 Q3	$11K	Sell	86 -7	-8%	-$1.01K	﹤0.01%	1006
2022 Q2	$10K	Hold	93	–	–	﹤0.01%	1015
2022 Q1	$21K	Hold	93	–	–	﹤0.01%	883
2021 Q4	$23K	Hold	93	–	–	﹤0.01%	893
2021 Q3	$24K	Sell	93 -39	-30%	-$9K	﹤0.01%	905
2021 Q2	$24K	Sell	132 -273	-67%	-$42.8K	﹤0.01%	904
2021 Q1	$58K	Sell	405 -28	-6%	-$4.19K	0.01%	642
2020 Q4	$59K	Buy	+433	New	+$51.1K	0.01%	625

Other funds holding BILL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FourThought Financial's BILL Position: Q3 2022 in Review

FourThought Financial reduced its BILL Holdings (BILL) stake by 7.5% in Q3 2022, selling an estimated $1.01K and leaving 86 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

FourThought Financial first reported a position in BILL in Q4 2020 and has held it in 8 quarters since. The position peaked at $59K in Q4 2020. 490 funds tracked by Wall St. Rank hold BILL as of Q3 2022.

FourThought Financial held 86 shares of BILL Holdings worth $11K as of Q3 2022.
FourThought Financial sold 7 BILL Holdings shares in Q3 2022, an estimated $1.01K.
BILL Holdings made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1006 holding.
FourThought Financial first reported a position in BILL Holdings in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's BILL Holdings position peaked at $59K in Q4 2020.
490 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.