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Patriot Financial Group Insurance Agency’s BILL Holdings BILL Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-5
Closed -$1K – 568
2022
Q2 		$1K Hold
5
– – ﹤0.01% 1863
2022
Q1 		$1K Sell
5
-22
-81% -$4.59K ﹤0.01% 1917
2021
Q4 		$7K Buy
27
+7
+35% +$1.98K ﹤0.01% 1595
2021
Q3 		$5K Buy
20
+5
+33% +$1.15K ﹤0.01% 1678
2021
Q2 		$3K Buy
+15
New +$2.35K ﹤0.01% 1759

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
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
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

Patriot Financial Group Insurance Agency's BILL Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of BILL Holdings (BILL) in Q3 2022, closing a stake of 5 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in BILL in Q2 2021 and held it in 5 quarters. The position peaked at $7K in Q4 2021. 490 funds tracked by Wall St. Rank hold BILL as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining BILL Holdings position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 5 BILL Holdings shares in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in BILL Holdings in Q2 2021 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's BILL Holdings position peaked at $7K in Q4 2021.
  • 490 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.