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Rockbridge Investment Management’s BILL Holdings BILL Stock Holding History

Rockbridge Investment 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
2022
Q2 		– Sell
-40
Closed -$9.3K – 664
2022
Q1 		$9.3K Sell
40
-29
-42% -$6.05K ﹤0.01% 522
2021
Q4 		$17K Sell
69
-11
-14% -$3.11K ﹤0.01% 497
2021
Q3 		$21K Buy
80
+11
+16% +$2.54K ﹤0.01% 446
2021
Q2 		$13K Sell
69
-11
-14% -$1.72K ﹤0.01% 485
2021
Q1 		$12K Sell
80
-3
-4% -$449 ﹤0.01% 482
2020
Q4 		$11K Hold
83
– – ﹤0.01% 489
2020
Q3 		$8K Buy
83
+61
+277% +$5.55K ﹤0.01% 483
2020
Q2 		$2K Buy
+22
New +$1.42K ﹤0.01% 551

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Rockbridge Investment Management's BILL Position: Q2 2022 in Review

Rockbridge Investment Management sold out of BILL Holdings (BILL) in Q2 2022, closing a stake of 40 shares — an estimated $9.3K sold.

Rockbridge Investment Management first reported a position in BILL in Q2 2020 and held it in 8 quarters. The position peaked at $21K in Q3 2021. 432 funds tracked by Wall St. Rank hold BILL as of Q2 2022.

  • Rockbridge Investment Management reported no remaining BILL Holdings position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 40 BILL Holdings shares in Q2 2022, an estimated $9.3K.
  • Rockbridge Investment Management first reported a position in BILL Holdings in Q2 2020 and held it in 8 quarters.
  • Rockbridge Investment Management's BILL Holdings position peaked at $21K in Q3 2021.
  • 432 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.