Janney Montgomery Scott
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Janney Montgomery Scott’s BILL Holdings BILL Stock Holding History

Janney Montgomery Scott’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
Q4 		– Sell
-3,959
Closed -$430K – 2637
2023
Q3 		$430K Buy
3,959
+524
+15% +$59.6K ﹤0.01% 1885
2023
Q2 		$401K Buy
+3,435
New +$326K ﹤0.01% 2030
2023
Q1 		– Sell
-3,974
Closed -$433K – 2555
2022
Q4 		$433K Buy
3,974
+1,554
+64% +$187K ﹤0.01% 1867
2022
Q3 		$320K Buy
+2,420
New +$348K ﹤0.01% 1966

Other funds holding BILL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
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
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janney Montgomery Scott's BILL Position: Q4 2023 in Review

Janney Montgomery Scott sold out of BILL Holdings (BILL) in Q4 2023, closing a stake of 3,959 shares — an estimated $430K sold.

Janney Montgomery Scott first reported a position in BILL in Q3 2022 and held it in 4 quarters. The position peaked at $433K in Q4 2022. 411 funds tracked by Wall St. Rank hold BILL as of Q4 2023.

  • Janney Montgomery Scott reported no remaining BILL Holdings position as of Q4 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 3,959 BILL Holdings shares in Q4 2023, an estimated $430K.
  • Janney Montgomery Scott first reported a position in BILL Holdings in Q3 2022 and held it in 4 quarters.
  • Janney Montgomery Scott's BILL Holdings position peaked at $433K in Q4 2022.
  • 411 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2023.

Based on Janney Montgomery Scott's 13F filing for Q4 2023, filed 8 Feb 2024.