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Spire Wealth Management’s BILL Holdings BILL Stock Holding History

Spire Wealth 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
-657
Closed -$149K – 2663
2022
Q1 		$149K Sell
657
-22
-3% -$4.59K ﹤0.01% 1017
2021
Q4 		$169K Sell
679
-67
-9% -$18.9K ﹤0.01% 1165
2021
Q3 		$199K Sell
746
-245
-25% -$56.5K 0.01% 928
2021
Q2 		$182K Hold
991
– – ﹤0.01% 971
2021
Q1 		$144K Buy
+991
New +$148K ﹤0.01% 1213

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 $3.37T AUM 44.26% 1-Year Est. Return

Spire Wealth Management's BILL Position: Q2 2022 in Review

Spire Wealth Management sold out of BILL Holdings (BILL) in Q2 2022, closing a stake of 657 shares — an estimated $149K sold.

Spire Wealth Management first reported a position in BILL in Q1 2021 and held it in 5 quarters. The position peaked at $199K in Q3 2021. 432 funds tracked by Wall St. Rank hold BILL as of Q2 2022.

  • Spire Wealth Management reported no remaining BILL Holdings position as of Q2 2022 after selling out during the quarter.
  • Spire Wealth Management sold 657 BILL Holdings shares in Q2 2022, an estimated $149K.
  • Spire Wealth Management first reported a position in BILL Holdings in Q1 2021 and held it in 5 quarters.
  • Spire Wealth Management's BILL Holdings position peaked at $199K in Q3 2021.
  • 432 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.