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Institutional & Family Asset Management’s BILL Holdings BILL Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$579 Hold
11
– – ﹤0.01% 692
2024
Q1 		$756 Buy
+11
New +$769 ﹤0.01% 665

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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institutional & Family Asset Management's BILL Position: Q2 2024 in Review

Institutional & Family Asset Management held its BILL Holdings (BILL) position steady in Q2 2024 at 11 shares worth $579. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Institutional & Family Asset Management first reported a position in BILL in Q1 2024 and has held it in 2 quarters since. The position peaked at $756 in Q1 2024. 336 funds tracked by Wall St. Rank hold BILL as of Q2 2024.

  • Institutional & Family Asset Management held 11 shares of BILL Holdings worth $579 as of Q2 2024.
  • Institutional & Family Asset Management left its BILL Holdings share count unchanged in Q2 2024.
  • BILL Holdings made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #692 holding.
  • Institutional & Family Asset Management first reported a position in BILL Holdings in Q1 2024 and has held it in 2 quarters since.
  • Institutional & Family Asset Management's BILL Holdings position peaked at $756 in Q1 2024.
  • 336 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.