SFA
BILL icon

Souders Financial Advisors’s BILL Holdings BILL Stock Holding History

Souders Financial 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
2023
Q1 		– Sell
-1,918
Closed -$209K – 149
2022
Q4 		$209K Buy
1,918
+24
+1% +$2.88K 0.05% 146
2022
Q3 		$251K Buy
+1,894
New +$272K 0.07% 138

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Souders Financial Advisors's BILL Position: Q1 2023 in Review

Souders Financial Advisors sold out of BILL Holdings (BILL) in Q1 2023, closing a stake of 1,918 shares — an estimated $209K sold.

Souders Financial Advisors first reported a position in BILL in Q3 2022 and held it in 2 quarters. The position peaked at $251K in Q3 2022. 404 funds tracked by Wall St. Rank hold BILL as of Q1 2023.

  • Souders Financial Advisors reported no remaining BILL Holdings position as of Q1 2023 after selling out during the quarter.
  • Souders Financial Advisors sold 1,918 BILL Holdings shares in Q1 2023, an estimated $209K.
  • Souders Financial Advisors first reported a position in BILL Holdings in Q3 2022 and held it in 2 quarters.
  • Souders Financial Advisors's BILL Holdings position peaked at $251K in Q3 2022.
  • 404 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2023.

Based on Souders Financial Advisors's 13F filing for Q1 2023, filed 9 May 2023.