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Jackson Grant Investment Advisers’s BILL Holdings BILL Stock Holding History

Jackson Grant Investment Advisers’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
Q1 		– Sell
-300
Closed -$75K – 353
2021
Q4 		$75K Hold
300
– – 0.04% 141
2021
Q3 		$80K Hold
300
– – 0.04% 166
2021
Q2 		$55K Hold
300
– – 0.02% 196
2021
Q1 		$44K Hold
300
– – 0.02% 208
2020
Q4 		$41K Buy
+300
New +$35.4K 0.02% 202

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jackson Grant Investment Advisers's BILL Position: Q1 2022 in Review

Jackson Grant Investment Advisers sold out of BILL Holdings (BILL) in Q1 2022, closing a stake of 300 shares — an estimated $75K sold.

Jackson Grant Investment Advisers first reported a position in BILL in Q4 2020 and held it in 5 quarters. The position peaked at $80K in Q3 2021. 487 funds tracked by Wall St. Rank hold BILL as of Q1 2022.

  • Jackson Grant Investment Advisers reported no remaining BILL Holdings position as of Q1 2022 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 300 BILL Holdings shares in Q1 2022, an estimated $75K.
  • Jackson Grant Investment Advisers first reported a position in BILL Holdings in Q4 2020 and held it in 5 quarters.
  • Jackson Grant Investment Advisers's BILL Holdings position peaked at $80K in Q3 2021.
  • 487 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2022.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2022, filed 28 Apr 2022.