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Regent Peak Wealth Advisors’s BILL Holdings BILL Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-97
Closed -$13K – 244
2020
Q4 		$13K Buy
+97
New +$11.4K ﹤0.01% 523

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return

Regent Peak Wealth Advisors's BILL Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of BILL Holdings (BILL) in Q1 2021, closing a stake of 97 shares — an estimated $13K sold.

Regent Peak Wealth Advisors first reported a position in BILL in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 312 funds tracked by Wall St. Rank hold BILL as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining BILL Holdings position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 97 BILL Holdings shares in Q1 2021, an estimated $13K.
  • Regent Peak Wealth Advisors first reported a position in BILL Holdings in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's BILL Holdings position peaked at $13K in Q4 2020.
  • 312 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.