Level Four Advisory Services’s BILL Holdings BILL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-3,700
Closed -$490K 683
2022
Q3
$490K Buy
+3,700
New +$532K 0.05% 312
2022
Q2
Sell
-3,099
Closed -$703K 568
2022
Q1
$703K Buy
3,099
+305
+11% +$63.6K 0.06% 311
2021
Q4
$696K Buy
2,794
+609
+28% +$172K 0.05% 319
2021
Q3
$583K Buy
2,185
+607
+38% +$140K 0.06% 269
2021
Q2
$289K Buy
+1,578
New +$247K 0.02% 539

Other funds holding BILL

Level Four Advisory Services's BILL Position: Q4 2022 in Review

Level Four Advisory Services sold out of BILL Holdings (BILL) in Q4 2022, closing a stake of 3,700 shares — an estimated $490K sold.

Level Four Advisory Services first reported a position in BILL in Q2 2021 and held it in 5 quarters. The position peaked at $703K in Q1 2022. 481 funds tracked by Wall St. Rank hold BILL as of Q4 2022.

  • Level Four Advisory Services reported no remaining BILL Holdings position as of Q4 2022 after selling out during the quarter.
  • Level Four Advisory Services sold 3,700 BILL Holdings shares in Q4 2022, an estimated $490K.
  • Level Four Advisory Services first reported a position in BILL Holdings in Q2 2021 and held it in 5 quarters.
  • Level Four Advisory Services's BILL Holdings position peaked at $703K in Q1 2022.
  • 481 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2022.

Based on Level Four Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.