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High Net Worth Advisory Group’s BILL Holdings BILL Stock Holding History

High Net Worth Advisory Group’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
Q2 		– Sell
-200
Closed -$45K – 674
2022
Q1 		$45K Hold
200
– – 0.02% 351
2021
Q4 		$50K Buy
+200
New +$56.5K 0.02% 349

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 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
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

High Net Worth Advisory Group's BILL Position: Q2 2022 in Review

High Net Worth Advisory Group sold out of BILL Holdings (BILL) in Q2 2022, closing a stake of 200 shares — an estimated $45K sold.

High Net Worth Advisory Group first reported a position in BILL in Q4 2021 and held it in 2 quarters. The position peaked at $50K in Q4 2021. 432 funds tracked by Wall St. Rank hold BILL as of Q2 2022.

  • High Net Worth Advisory Group reported no remaining BILL Holdings position as of Q2 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 200 BILL Holdings shares in Q2 2022, an estimated $45K.
  • High Net Worth Advisory Group first reported a position in BILL Holdings in Q4 2021 and held it in 2 quarters.
  • High Net Worth Advisory Group's BILL Holdings position peaked at $50K in Q4 2021.
  • 432 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2022.

Based on High Net Worth Advisory Group's 13F filing for Q2 2022, filed 10 Aug 2022.