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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 $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return