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Optimum Investment Advisors’s BILL Holdings BILL Stock Holding History

Optimum 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
2023
Q1 		– Sell
-100
Closed -$10.9K – 745
2022
Q4 		$10.9K Hold
100
– – 0.01% 563
2022
Q3 		$13K Hold
100
– – 0.01% 554
2022
Q2 		$11K Hold
100
– – 0.01% 590
2022
Q1 		$23K Hold
100
– – 0.01% 547
2021
Q4 		$25K Hold
100
– – 0.01% 563
2021
Q3 		$27K Hold
100
– – 0.01% 552
2021
Q2 		$18K Hold
100
– – 0.01% 668
2021
Q1 		$15K Sell
100
-34
-25% -$5.09K ﹤0.01% 707
2020
Q4 		$18K Hold
134
– – 0.01% 635
2020
Q3 		$13K Hold
134
– – ﹤0.01% 658
2020
Q2 		$12K Hold
134
– – ﹤0.01% 668
2020
Q1 		$5K Hold
134
– – ﹤0.01% 747
2019
Q4 		$5K Buy
+134
New +$5.09K ﹤0.01% 841

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return