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Prosperity Wealth Management’s BILL Holdings BILL Stock Holding History

Prosperity Wealth Management’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
-4,480
Closed -$308K – 176
2024
Q1 		$308K Buy
4,480
+1,730
+63% +$121K 0.15% 111
2023
Q4 		$224K Buy
+2,750
New +$226K 0.15% 117
2023
Q3 		– Sell
-2,020
Closed -$236K – 148
2023
Q2 		$236K Buy
+2,020
New +$192K 0.15% 111

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prosperity Wealth Management's BILL Position: Q2 2024 in Review

Prosperity Wealth Management sold out of BILL Holdings (BILL) in Q2 2024, closing a stake of 4,480 shares — an estimated $308K sold.

Prosperity Wealth Management first reported a position in BILL in Q2 2023 and held it in 3 quarters. The position peaked at $308K in Q1 2024. 337 funds tracked by Wall St. Rank hold BILL as of Q2 2024.

  • Prosperity Wealth Management reported no remaining BILL Holdings position as of Q2 2024 after selling out during the quarter.
  • Prosperity Wealth Management sold 4,480 BILL Holdings shares in Q2 2024, an estimated $308K.
  • Prosperity Wealth Management first reported a position in BILL Holdings in Q2 2023 and held it in 3 quarters.
  • Prosperity Wealth Management's BILL Holdings position peaked at $308K in Q1 2024.
  • 337 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2024.

Based on Prosperity Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.