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Laird Norton Wetherby Wealth Management’s BILL Holdings BILL Stock Holding History

Laird Norton Wetherby 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
2022
Q4 		– Sell
-2,045
Closed -$271K – 911
2022
Q3 		$271K Buy
+2,045
New +$294K 0.02% 693

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's BILL Position: Q4 2022 in Review

Laird Norton Wetherby Wealth Management sold out of BILL Holdings (BILL) in Q4 2022, closing a stake of 2,045 shares — an estimated $271K sold.

Laird Norton Wetherby Wealth Management first reported a position in BILL in Q3 2022 and held it in 1 quarter. The position peaked at $271K in Q3 2022. 481 funds tracked by Wall St. Rank hold BILL as of Q4 2022.

  • Laird Norton Wetherby Wealth Management reported no remaining BILL Holdings position as of Q4 2022 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 2,045 BILL Holdings shares in Q4 2022, an estimated $271K.
  • Laird Norton Wetherby Wealth Management first reported a position in BILL Holdings in Q3 2022 and held it in 1 quarter.
  • Laird Norton Wetherby Wealth Management's BILL Holdings position peaked at $271K in Q3 2022.
  • 481 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.