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Phoenix Wealth Advisors’s BILL Holdings BILL Stock Holding History

Phoenix Wealth 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
Q3 		– Sell
-1,946
Closed -$214K – 111
2022
Q2 		$214K Buy
+1,946
New +$283K 0.21% 104

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

Phoenix Wealth Advisors's BILL Position: Q3 2022 in Review

Phoenix Wealth Advisors sold out of BILL Holdings (BILL) in Q3 2022, closing a stake of 1,946 shares — an estimated $214K sold.

Phoenix Wealth Advisors first reported a position in BILL in Q2 2022 and held it in 1 quarter. The position peaked at $214K in Q2 2022. 489 funds tracked by Wall St. Rank hold BILL as of Q3 2022.

  • Phoenix Wealth Advisors reported no remaining BILL Holdings position as of Q3 2022 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 1,946 BILL Holdings shares in Q3 2022, an estimated $214K.
  • Phoenix Wealth Advisors first reported a position in BILL Holdings in Q2 2022 and held it in 1 quarter.
  • Phoenix Wealth Advisors's BILL Holdings position peaked at $214K in Q2 2022.
  • 489 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2022.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.