LSA
BILL icon

L & S Advisors’s BILL Holdings BILL Stock Holding History

L & S Advisors’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
-12,418
Closed -$1.35M – 324
2023
Q3 		$1.35M Buy
12,418
+443
+4% +$50.4K 0.19% 128
2023
Q2 		$1.4M Buy
+11,975
New +$1.14M 0.19% 121
2023
Q1 		– Sell
-11,893
Closed -$1.3M – 308
2022
Q4 		$1.3M Buy
+11,893
New +$1.43M 0.24% 102
2022
Q3 		– Sell
-3,000
Closed -$330K – 237
2022
Q2 		$330K Buy
+3,000
New +$437K 0.06% 179
2021
Q2 		– Sell
-2,000
Closed -$291K – 337
2021
Q1 		$291K Buy
+2,000
New +$300K 0.03% 293

Other funds holding BILL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B 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
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return