Ridgecrest Wealth Partners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Ridgecrest Wealth Partners’s Portfolio BIL Stock Details BIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,398	Closed	-$494K	–	107
2022 Q1	$494K	Sell	5,398 -20,861	-79%	-$1.91M	0.31%	61
2021 Q4	$2.4M	Sell	26,259 -18,854	-42%	-$1.72M	1.17%	23
2021 Q3	$4.13M	Sell	45,113 -17,465	-28%	-$1.6M	2.25%	14
2021 Q2	$5.72M	Sell	62,578 -12,191	-16%	-$1.12M	3.58%	4
2021 Q1	$6.84M	Buy	+74,769	New	+$6.84M	6.52%	2

Other funds holding BIL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ridgecrest Wealth Partners's BIL Position: Q2 2022 in Review

Ridgecrest Wealth Partners sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2022, closing a stake of 5,398 shares — an estimated $494K sold.

Ridgecrest Wealth Partners first reported a position in BIL in Q1 2021 and held it in 5 quarters. The position peaked at $6.84M in Q1 2021. 506 funds tracked by Wall St. Rank hold BIL as of Q2 2022.

Ridgecrest Wealth Partners reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2022 after selling out during the quarter.
Ridgecrest Wealth Partners sold 5,398 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2022, an estimated $494K.
Ridgecrest Wealth Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2021 and held it in 5 quarters.
Ridgecrest Wealth Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $6.84M in Q1 2021.
506 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2022.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2022, filed 29 Jul 2022.