PCIA
TBIL

Prime Capital Investment Advisors’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Prime Capital Investment Advisors’s Portfolio TBIL Stock Details TBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,100
Closed -$254K – 1046
2023
Q4 		$254K Buy
+5,100
New +$255K ﹤0.01% 792

Other funds holding TBIL

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GF
Gries Financial Cleveland, Ohio $633M AUM 13.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Prime Capital Investment Advisors's TBIL Position: Q1 2024 in Review

Prime Capital Investment Advisors sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q1 2024, closing a stake of 5,100 shares — an estimated $254K sold.

Prime Capital Investment Advisors first reported a position in TBIL in Q4 2023 and held it in 1 quarter. The position peaked at $254K in Q4 2023. 182 funds tracked by Wall St. Rank hold TBIL as of Q1 2024.

  • Prime Capital Investment Advisors reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q1 2024 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 5,100 F/m US Treasury 3 Month Bill Fund shares in Q1 2024, an estimated $254K.
  • Prime Capital Investment Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2023 and held it in 1 quarter.
  • Prime Capital Investment Advisors's F/m US Treasury 3 Month Bill Fund position peaked at $254K in Q4 2023.
  • 182 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.