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Kelly Financial Services’s BILL Holdings BILL Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-9
Closed -$474 – 182
2024
Q2 		$474 Sell
9
-10
-53% -$566 ﹤0.01% 708
2024
Q1 		$1.31K Buy
19
+8
+73% +$559 ﹤0.01% 648
2023
Q4 		$897 Buy
11
+6
+120% +$493 ﹤0.01% 661
2023
Q3 		$543 Buy
+5
New +$569 ﹤0.01% 676

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 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

Kelly Financial Services's BILL Position: Q3 2024 in Review

Kelly Financial Services sold out of BILL Holdings (BILL) in Q3 2024, closing a stake of 9 shares — an estimated $474 sold.

Kelly Financial Services first reported a position in BILL in Q3 2023 and held it in 4 quarters. The position peaked at $1.31K in Q1 2024. 343 funds tracked by Wall St. Rank hold BILL as of Q3 2024.

  • Kelly Financial Services reported no remaining BILL Holdings position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 9 BILL Holdings shares in Q3 2024, an estimated $474.
  • Kelly Financial Services first reported a position in BILL Holdings in Q3 2023 and held it in 4 quarters.
  • Kelly Financial Services's BILL Holdings position peaked at $1.31K in Q1 2024.
  • 343 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.