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Stratos Wealth Partners’s BILL Holdings BILL Stock Holding History

Stratos Wealth Partners’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
Q1 		– Sell
-1,491
Closed -$371K – 1269
2021
Q4 		$371K Buy
1,491
+135
+10% +$38.2K 0.01% 928
2021
Q3 		$362K Sell
1,356
-20
-1% -$4.61K 0.01% 881
2021
Q2 		$252K Buy
+1,376
New +$216K 0.01% 1038

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 $5.72T 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 $30.5B AUM 13.98% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stratos Wealth Partners's BILL Position: Q1 2022 in Review

Stratos Wealth Partners sold out of BILL Holdings (BILL) in Q1 2022, closing a stake of 1,491 shares — an estimated $371K sold.

Stratos Wealth Partners first reported a position in BILL in Q2 2021 and held it in 3 quarters. The position peaked at $371K in Q4 2021. 486 funds tracked by Wall St. Rank hold BILL as of Q1 2022.

  • Stratos Wealth Partners reported no remaining BILL Holdings position as of Q1 2022 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,491 BILL Holdings shares in Q1 2022, an estimated $371K.
  • Stratos Wealth Partners first reported a position in BILL Holdings in Q2 2021 and held it in 3 quarters.
  • Stratos Wealth Partners's BILL Holdings position peaked at $371K in Q4 2021.
  • 486 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2022.

Based on Stratos Wealth Partners's 13F filing for Q1 2022, filed 26 Apr 2022.