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Grey Fox Wealth Advisors’s BILL Holdings BILL Stock Holding History

Grey Fox 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
2023
Q2 		– Sell
-3
Closed -$243 – 146
2023
Q1 		$243 Buy
+3
New +$278 ﹤0.01% 509

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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Grey Fox Wealth Advisors's BILL Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of BILL Holdings (BILL) in Q2 2023, closing a stake of 3 shares — an estimated $243 sold.

Grey Fox Wealth Advisors first reported a position in BILL in Q1 2023 and held it in 1 quarter. The position peaked at $243 in Q1 2023. 418 funds tracked by Wall St. Rank hold BILL as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining BILL Holdings position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 3 BILL Holdings shares in Q2 2023, an estimated $243.
  • Grey Fox Wealth Advisors first reported a position in BILL Holdings in Q1 2023 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's BILL Holdings position peaked at $243 in Q1 2023.
  • 418 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.