PCS
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Personal CFO Solutions’s BILL Holdings BILL Stock Holding History

Personal CFO Solutions’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
Q4 		– Sell
-3,260
Closed -$354K – 516
2023
Q3 		$354K Sell
3,260
-428
-12% -$48.7K 0.07% 285
2023
Q2 		$431K Buy
+3,688
New +$350K 0.09% 235

Other funds holding BILL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Personal CFO Solutions's BILL Position: Q4 2023 in Review

Personal CFO Solutions sold out of BILL Holdings (BILL) in Q4 2023, closing a stake of 3,260 shares — an estimated $354K sold.

Personal CFO Solutions first reported a position in BILL in Q2 2023 and held it in 2 quarters. The position peaked at $431K in Q2 2023. 411 funds tracked by Wall St. Rank hold BILL as of Q4 2023.

  • Personal CFO Solutions reported no remaining BILL Holdings position as of Q4 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 3,260 BILL Holdings shares in Q4 2023, an estimated $354K.
  • Personal CFO Solutions first reported a position in BILL Holdings in Q2 2023 and held it in 2 quarters.
  • Personal CFO Solutions's BILL Holdings position peaked at $431K in Q2 2023.
  • 411 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2023.

Based on Personal CFO Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.