HeadInvest LLC’s BILL Holdings BILL Stock Holding History

HeadInvest LLC’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 Q4	–	Sell	-200	Closed	-$21.7K	–	278
2023 Q3	$21.7K	Buy	+200	New	+$22.8K	﹤0.01%	451

Other funds holding BILL

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

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

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

NMO

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

HeadInvest LLC's BILL Position: Q4 2023 in Review

HeadInvest LLC sold out of BILL Holdings (BILL) in Q4 2023, closing a stake of 200 shares — an estimated $21.7K sold.

HeadInvest LLC first reported a position in BILL in Q3 2023 and held it in 1 quarter. The position peaked at $21.7K in Q3 2023. 411 funds tracked by Wall St. Rank hold BILL as of Q4 2023.

HeadInvest LLC reported no remaining BILL Holdings position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 200 BILL Holdings shares in Q4 2023, an estimated $21.7K.
HeadInvest LLC first reported a position in BILL Holdings in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's BILL Holdings position peaked at $21.7K in Q3 2023.
411 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.