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Harvest Group Wealth Management’s BILL Holdings BILL Stock Holding History

Harvest Group 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
2023
Q1 		– Sell
-7
Closed -$763 – 192
2022
Q4 		$763 Buy
7
+2
+40% +$240 ﹤0.01% 159
2022
Q3 		$1K Hold
5
– – ﹤0.01% 131
2022
Q2 		$1K Sell
5
-2
-29% -$291 ﹤0.01% 143
2022
Q1 		$2K Buy
7
+2
+40% +$417 ﹤0.01% 85
2021
Q4 		$1K Buy
+5
New +$1.41K ﹤0.01% 87

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harvest Group Wealth Management's BILL Position: Q1 2023 in Review

Harvest Group Wealth Management sold out of BILL Holdings (BILL) in Q1 2023, closing a stake of 7 shares — an estimated $763 sold.

Harvest Group Wealth Management first reported a position in BILL in Q4 2021 and held it in 5 quarters. The position peaked at $2K in Q1 2022. 405 funds tracked by Wall St. Rank hold BILL as of Q1 2023.

  • Harvest Group Wealth Management reported no remaining BILL Holdings position as of Q1 2023 after selling out during the quarter.
  • Harvest Group Wealth Management sold 7 BILL Holdings shares in Q1 2023, an estimated $763.
  • Harvest Group Wealth Management first reported a position in BILL Holdings in Q4 2021 and held it in 5 quarters.
  • Harvest Group Wealth Management's BILL Holdings position peaked at $2K in Q1 2022.
  • 405 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.