Lenox Wealth Advisors’s BILL Holdings BILL Stock Holding History

Lenox Wealth 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
2022 Q1	–	Sell	-3	Closed	-$1K	–	782
2021 Q4	$1K	Buy	+3	New	+$848	﹤0.01%	802

Other funds holding BILL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lenox Wealth Advisors's BILL Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of BILL Holdings (BILL) in Q1 2022, closing a stake of 3 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in BILL in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 486 funds tracked by Wall St. Rank hold BILL as of Q1 2022.

Lenox Wealth Advisors reported no remaining BILL Holdings position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 3 BILL Holdings shares in Q1 2022, an estimated $1K.
Lenox Wealth Advisors first reported a position in BILL Holdings in Q4 2021 and held it in 1 quarter.
Lenox Wealth Advisors's BILL Holdings position peaked at $1K in Q4 2021.
486 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.