JWM
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Janiczek Wealth Management’s BILL Holdings BILL Stock Holding History

Janiczek Wealth 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
2023
Q1 		– Sell
-33
Closed -$3.44K – 1012
2022
Q4 		$3.44K Sell
33
-11
-25% -$1.32K ﹤0.01% 712
2022
Q3 		$6K Hold
44
– – ﹤0.01% 624
2022
Q2 		$6K Sell
44
-119
-73% -$17.3K ﹤0.01% 629
2022
Q1 		$37K Buy
163
+14
+9% +$2.92K 0.01% 351
2021
Q4 		$37K Hold
149
– – 0.01% 363
2021
Q3 		$40K Buy
149
+2
+1% +$461 0.01% 324
2021
Q2 		$27K Buy
147
+5
+4% +$784 0.01% 367
2021
Q1 		$21K Buy
142
+63
+80% +$9.44K 0.01% 395
2020
Q4 		$11K Buy
79
+44
+126% +$5.19K 0.01% 450
2020
Q3 		$4K Buy
+35
New +$3.19K ﹤0.01% 370

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Janiczek Wealth Management's BILL Position: Q1 2023 in Review

Janiczek Wealth Management sold out of BILL Holdings (BILL) in Q1 2023, closing a stake of 33 shares — an estimated $3.44K sold.

Janiczek Wealth Management first reported a position in BILL in Q3 2020 and held it in 10 quarters. The position peaked at $40K in Q3 2021. 405 funds tracked by Wall St. Rank hold BILL as of Q1 2023.

  • Janiczek Wealth Management reported no remaining BILL Holdings position as of Q1 2023 after selling out during the quarter.
  • Janiczek Wealth Management sold 33 BILL Holdings shares in Q1 2023, an estimated $3.44K.
  • Janiczek Wealth Management first reported a position in BILL Holdings in Q3 2020 and held it in 10 quarters.
  • Janiczek Wealth Management's BILL Holdings position peaked at $40K in Q3 2021.
  • 405 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2023.

Based on Janiczek Wealth Management's 13F filing for Q1 2023, filed 21 Apr 2023.