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Sutton Wealth Advisors’s BILL Holdings BILL Stock Holding History

Sutton Wealth 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
-8
Closed -$872 – 896
2022
Q4 		$872 Hold
8
– – ﹤0.01% 1363
2022
Q3 		$1.06K Hold
8
– – ﹤0.01% 1277
2022
Q2 		$880 Buy
8
+3
+60% +$437 ﹤0.01% 1319
2022
Q1 		$1.13K Hold
5
– – ﹤0.01% 1313
2021
Q4 		$1.25K Hold
5
– – ﹤0.01% 1276
2021
Q3 		$1.33K Buy
+5
New +$1.15K ﹤0.01% 1222

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

Sutton Wealth Advisors's BILL Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of BILL Holdings (BILL) in Q1 2023, closing a stake of 8 shares — an estimated $872 sold.

Sutton Wealth Advisors first reported a position in BILL in Q3 2021 and held it in 6 quarters. The position peaked at $1.33K in Q3 2021. 404 funds tracked by Wall St. Rank hold BILL as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining BILL Holdings position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 8 BILL Holdings shares in Q1 2023, an estimated $872.
  • Sutton Wealth Advisors first reported a position in BILL Holdings in Q3 2021 and held it in 6 quarters.
  • Sutton Wealth Advisors's BILL Holdings position peaked at $1.33K in Q3 2021.
  • 404 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.