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Independent Financial Group’s BILL Holdings BILL Stock Holding History

Independent Financial 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
2024
Q1 		– Sell
-6,416
Closed -$523K – 1021
2023
Q4 		$523K Sell
6,416
-375
-6% -$30.8K 0.03% 542
2023
Q3 		$737K Buy
6,791
+167
+3% +$19K 0.05% 397
2023
Q2 		$774K Buy
6,624
+3,108
+88% +$295K 0.05% 374
2023
Q1 		$285K Sell
3,516
-1,399
-28% -$130K 0.02% 628
2022
Q4 		$536K Buy
4,915
+1,415
+40% +$170K 0.05% 404
2022
Q3 		$463K Buy
+3,500
New +$503K 0.04% 414

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return