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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Optimum Investment Advisors's BILL Position: Q1 2023 in Review

Optimum Investment Advisors sold out of BILL Holdings (BILL) in Q1 2023, closing a stake of 100 shares — an estimated $10.9K sold.

Optimum Investment Advisors first reported a position in BILL in Q4 2019 and held it in 13 quarters. The position peaked at $27K in Q3 2021. 405 funds tracked by Wall St. Rank hold BILL as of Q1 2023.

Optimum Investment Advisors reported no remaining BILL Holdings position as of Q1 2023 after selling out during the quarter.
Optimum Investment Advisors sold 100 BILL Holdings shares in Q1 2023, an estimated $10.9K.
Optimum Investment Advisors first reported a position in BILL Holdings in Q4 2019 and held it in 13 quarters.
Optimum Investment Advisors's BILL Holdings position peaked at $27K in Q3 2021.
405 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2023.

Based on Optimum Investment Advisors's 13F filing for Q1 2023, filed 3 May 2023.