Harbour Investments’s BILL Holdings BILL Stock Holding History

Harbour Investments’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
2024 Q3	–	Sell	-56	Closed	-$2.95K	–	3401
2024 Q2	$2.95K	Buy	56 +40	+250%	+$2.26K	﹤0.01%	2695
2024 Q1	$1.1K	Buy	16 +11	+220%	+$769	﹤0.01%	2911
2023 Q4	$408	Sell	5 -19	-79%	-$1.56K	﹤0.01%	2951
2023 Q3	$2.61K	Buy	24 +22	+1,100%	+$2.5K	﹤0.01%	2487
2023 Q2	$234	Buy	+2	New	+$190	﹤0.01%	2890
2023 Q1	–	Sell	-29	Closed	-$3.16K	–	3009
2022 Q4	$3.16K	Buy	+29	New	+$3.48K	﹤0.01%	2387

Other funds holding BILL

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Harbour Investments's BILL Position: Q3 2024 in Review

Harbour Investments sold out of BILL Holdings (BILL) in Q3 2024, closing a stake of 56 shares — an estimated $2.95K sold.

Harbour Investments first reported a position in BILL in Q4 2022 and held it in 6 quarters. The position peaked at $3.16K in Q4 2022. 343 funds tracked by Wall St. Rank hold BILL as of Q3 2024.

Harbour Investments reported no remaining BILL Holdings position as of Q3 2024 after selling out during the quarter.
Harbour Investments sold 56 BILL Holdings shares in Q3 2024, an estimated $2.95K.
Harbour Investments first reported a position in BILL Holdings in Q4 2022 and held it in 6 quarters.
Harbour Investments's BILL Holdings position peaked at $3.16K in Q4 2022.
343 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2024.

Based on Harbour Investments's 13F filing for Q3 2024, filed 4 Nov 2024.