PCA
BILL icon

Personal Capital Advisors’s BILL Holdings BILL Stock Holding History

Personal Capital 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
2022
Q4 		$4.19M Hold
38,410
– – 0.02% 197
2022
Q3 		$5.08M Buy
+38,410
New +$5.52M 0.03% 190
2022
Q1 		– Sell
-38,547
Closed -$9.6M – 498
2021
Q4 		$9.6M Buy
38,547
+11
+0% +$3.11K 0.04% 181
2021
Q3 		$10.3M Sell
38,536
-11,874
-24% -$2.74M 0.05% 169
2021
Q2 		$9.23M Hold
50,410
– – 0.05% 177
2021
Q1 		$7.33M Sell
50,410
-10,996
-18% -$1.65M 0.04% 185
2020
Q4 		$8.38M Buy
61,406
+10
+0% +$1.18K 0.05% 150
2020
Q3 		$6.16M Hold
61,396
– – 0.05% 157
2020
Q2 		$5.54M Buy
+61,396
New +$3.95M 0.05% 155

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Personal Capital Advisors's BILL Position: Q4 2022 in Review

Personal Capital Advisors held its BILL Holdings (BILL) position steady in Q4 2022 at 38,410 shares worth $4.19M. The position accounts for 0.02% of the portfolio, ranked #197.

Personal Capital Advisors first reported a position in BILL in Q2 2020 and has held it in 9 quarters since. The position peaked at $10.3M in Q3 2021. 481 funds tracked by Wall St. Rank hold BILL as of Q4 2022.

  • Personal Capital Advisors held 38,410 shares of BILL Holdings worth $4.19M as of Q4 2022.
  • Personal Capital Advisors left its BILL Holdings share count unchanged in Q4 2022.
  • BILL Holdings made up 0.02% of Personal Capital Advisors's portfolio in Q4 2022, its #197 holding.
  • Personal Capital Advisors first reported a position in BILL Holdings in Q2 2020 and has held it in 9 quarters since.
  • Personal Capital Advisors's BILL Holdings position peaked at $10.3M in Q3 2021.
  • 481 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.