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Sowell Financial Services’s BILL Holdings BILL Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-699
Closed -$91K – 777
2021
Q1 		$91K Sell
699
-676
-49% -$101K ﹤0.01% 1406
2020
Q4 		$188K Sell
1,375
-7
-0.5% -$825 0.01% 877
2020
Q3 		$139K Buy
1,382
+434
+46% +$39.5K 0.01% 859
2020
Q2 		$86K Buy
+948
New +$61K ﹤0.01% 1009

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sowell Financial Services's BILL Position: Q2 2021 in Review

Sowell Financial Services sold out of BILL Holdings (BILL) in Q2 2021, closing a stake of 699 shares — an estimated $91K sold.

Sowell Financial Services first reported a position in BILL in Q2 2020 and held it in 4 quarters. The position peaked at $188K in Q4 2020. 346 funds tracked by Wall St. Rank hold BILL as of Q2 2021.

  • Sowell Financial Services reported no remaining BILL Holdings position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 699 BILL Holdings shares in Q2 2021, an estimated $91K.
  • Sowell Financial Services first reported a position in BILL Holdings in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's BILL Holdings position peaked at $188K in Q4 2020.
  • 346 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.