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Precision Wealth Strategies’s BILL Holdings BILL Stock Holding History

Precision Wealth Strategies’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
2024
Q2 		– Sell
-2,933
Closed -$202K – 106
2024
Q1 		$202K Sell
2,933
-1,463
-33% -$102K 0.19% 95
2023
Q4 		$359K Buy
4,396
+2
+0% +$164 0.35% 54
2023
Q3 		$477K Buy
4,394
+247
+6% +$28.1K 0.52% 29
2023
Q2 		$485K Sell
4,147
-88
-2% -$8.36K 0.79% 27
2023
Q1 		$344K Sell
4,235
-814
-16% -$75.5K 0.54% 42
2022
Q4 		$550K Sell
5,049
-2,136
-30% -$256K 0.57% 30
2022
Q3 		$909K Sell
7,185
-1,002
-12% -$144K 0.8% 21
2022
Q2 		$1M Buy
8,187
+925
+13% +$135K 0.79% 19
2022
Q1 		$1.65M Buy
7,262
+511
+8% +$107K 0.98% 14
2021
Q4 		$1.68M Buy
6,751
+97
+1% +$27.4K 1.21% 14
2021
Q3 		$1.78M Sell
6,654
-988
-13% -$228K 1.37% 14
2021
Q2 		$1.4M Buy
7,642
+787
+11% +$123K 1.2% 16
2021
Q1 		$997K Buy
6,855
+1,368
+25% +$205K 0.96% 15
2020
Q4 		$749K Buy
+5,487
New +$647K 0.81% 10

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Precision Wealth Strategies's BILL Position: Q2 2024 in Review

Precision Wealth Strategies sold out of BILL Holdings (BILL) in Q2 2024, closing a stake of 2,933 shares — an estimated $202K sold.

Precision Wealth Strategies first reported a position in BILL in Q4 2020 and held it in 14 quarters. The position peaked at $1.78M in Q3 2021. 337 funds tracked by Wall St. Rank hold BILL as of Q2 2024.

  • Precision Wealth Strategies reported no remaining BILL Holdings position as of Q2 2024 after selling out during the quarter.
  • Precision Wealth Strategies sold 2,933 BILL Holdings shares in Q2 2024, an estimated $202K.
  • Precision Wealth Strategies first reported a position in BILL Holdings in Q4 2020 and held it in 14 quarters.
  • Precision Wealth Strategies's BILL Holdings position peaked at $1.78M in Q3 2021.
  • 337 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2024.

Based on Precision Wealth Strategies's 13F filing for Q2 2024, filed 5 Aug 2024.