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Oak Thistle LLC’s BILL Holdings BILL Stock Holding History

Oak Thistle LLC’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
2025
Q4 		– Sell
-51,662
Closed -$2.74M – 506
2025
Q3 		$2.74M Buy
+51,662
New +$2.4M 0.42% 51
2025
Q1 		– Sell
-3,405
Closed -$288K – 422
2024
Q4 		$288K Sell
3,405
-1,451
-30% -$108K 0.09% 343
2024
Q3 		$256K Buy
+4,856
New +$250K 0.08% 355
2024
Q2 		– Sell
-5,326
Closed -$366K – 309
2024
Q1 		$366K Sell
5,326
-5,656
-52% -$395K 0.33% 137
2023
Q4 		$896K Buy
+10,982
New +$902K 0.26% 155
2023
Q3 		– Sell
-1,802
Closed -$211K – 469
2023
Q2 		$211K Buy
+1,802
New +$171K 0.11% 314

Other funds holding BILL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECH
ER Collective Holdings Washington, District of Columbia $326M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return