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Mount Yale Investment Advisors’s BILL Holdings BILL Stock Holding History

Mount Yale Investment 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
Q2 		– Sell
-930
Closed -$211K – 457
2022
Q1 		$211K Sell
930
-281
-23% -$58.6K 0.02% 441
2021
Q4 		$302K Sell
1,211
-279
-19% -$78.9K 0.03% 372
2021
Q3 		$398K Buy
+1,490
New +$344K 0.05% 316

Other funds holding BILL

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mount Yale Investment Advisors's BILL Position: Q2 2022 in Review

Mount Yale Investment Advisors sold out of BILL Holdings (BILL) in Q2 2022, closing a stake of 930 shares — an estimated $211K sold.

Mount Yale Investment Advisors first reported a position in BILL in Q3 2021 and held it in 3 quarters. The position peaked at $398K in Q3 2021. 431 funds tracked by Wall St. Rank hold BILL as of Q2 2022.

  • Mount Yale Investment Advisors reported no remaining BILL Holdings position as of Q2 2022 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 930 BILL Holdings shares in Q2 2022, an estimated $211K.
  • Mount Yale Investment Advisors first reported a position in BILL Holdings in Q3 2021 and held it in 3 quarters.
  • Mount Yale Investment Advisors's BILL Holdings position peaked at $398K in Q3 2021.
  • 431 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2022.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.