JWM
BILL icon

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 $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return