Lee Financial’s BILL Holdings BILL Stock Holding History

Lee Financial’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 Q1	–	Sell	-21	Closed	-$1.71K	–	230
2023 Q4	$1.71K	Buy	+21	New	+$1.72K	﹤0.01%	766
2023 Q1	–	Sell	-7	Closed	-$763	–	812
2022 Q4	$763	Sell	7 -10	-59%	-$1.2K	﹤0.01%	785
2022 Q3	$2K	Buy	17 +8	+89%	+$1.15K	﹤0.01%	649
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	766
2022 Q1	$2K	Sell	9 -1	-10%	-$209	﹤0.01%	619
2021 Q4	$2K	Buy	10 +1	+11%	+$283	﹤0.01%	712
2021 Q3	$2K	Hold	9	–	–	﹤0.01%	593
2021 Q2	$2K	Buy	+9	New	+$1.41K	﹤0.01%	548

Other funds holding BILL

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

ACA

Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Lee Financial's BILL Position: Q1 2024 in Review

Lee Financial sold out of BILL Holdings (BILL) in Q1 2024, closing a stake of 21 shares — an estimated $1.71K sold.

Lee Financial first reported a position in BILL in Q2 2021 and held it in 8 quarters. The position peaked at $2K in Q3 2022. 376 funds tracked by Wall St. Rank hold BILL as of Q1 2024.

Lee Financial reported no remaining BILL Holdings position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 21 BILL Holdings shares in Q1 2024, an estimated $1.71K.
Lee Financial first reported a position in BILL Holdings in Q2 2021 and held it in 8 quarters.
Lee Financial's BILL Holdings position peaked at $2K in Q3 2022.
376 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.