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Paradigm Financial Advisors’s BILL Holdings BILL Stock Holding History

Paradigm Financial 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
2021
Q4 		$1.18M Sell
4,730
-30
-0.6% -$8.48K 0.26% 71
2021
Q3 		$1.27M Hold
4,760
– – 0.29% 68
2021
Q2 		$872K Sell
4,760
-130
-3% -$20.4K 0.19% 91
2021
Q1 		$711K Buy
4,890
+1,435
+42% +$215K 0.17% 99
2020
Q4 		$472K Buy
+3,455
New +$407K 0.13% 100

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Paradigm Financial Advisors's BILL Position: Q4 2021 in Review

Paradigm Financial Advisors reduced its BILL Holdings (BILL) stake by 0.63% in Q4 2021, selling an estimated $8.48K and leaving 4,730 shares worth $1.18M. The position accounts for 0.26% of the portfolio, ranked #71.

Paradigm Financial Advisors first reported a position in BILL in Q4 2020 and has held it in 5 quarters since. The position peaked at $1.27M in Q3 2021. 479 funds tracked by Wall St. Rank hold BILL as of Q4 2021.

  • Paradigm Financial Advisors held 4,730 shares of BILL Holdings worth $1.18M as of Q4 2021.
  • Paradigm Financial Advisors sold 30 BILL Holdings shares in Q4 2021, an estimated $8.48K.
  • BILL Holdings made up 0.26% of Paradigm Financial Advisors's portfolio in Q4 2021, its #71 holding.
  • Paradigm Financial Advisors first reported a position in BILL Holdings in Q4 2020 and has held it in 5 quarters since.
  • Paradigm Financial Advisors's BILL Holdings position peaked at $1.27M in Q3 2021.
  • 479 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.