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SYSTM Wealth Solutions’s BILL Holdings BILL Stock Holding History

SYSTM Wealth Solutions’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
Q4 		– Sell
-3,090
Closed -$335K – 1010
2023
Q3 		$335K Hold
3,090
– – 0.05% 345
2023
Q2 		$361K Sell
3,090
-22
-0.7% -$2.09K 0.05% 367
2023
Q1 		$253K Sell
3,112
-8,154
-72% -$756K 0.04% 407
2022
Q4 		$1.23M Buy
+11,266
New +$1.35M 0.15% 178

Other funds holding BILL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SYSTM Wealth Solutions's BILL Position: Q4 2023 in Review

SYSTM Wealth Solutions sold out of BILL Holdings (BILL) in Q4 2023, closing a stake of 3,090 shares — an estimated $335K sold.

SYSTM Wealth Solutions first reported a position in BILL in Q4 2022 and held it in 4 quarters. The position peaked at $1.23M in Q4 2022. 411 funds tracked by Wall St. Rank hold BILL as of Q4 2023.

  • SYSTM Wealth Solutions reported no remaining BILL Holdings position as of Q4 2023 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 3,090 BILL Holdings shares in Q4 2023, an estimated $335K.
  • SYSTM Wealth Solutions first reported a position in BILL Holdings in Q4 2022 and held it in 4 quarters.
  • SYSTM Wealth Solutions's BILL Holdings position peaked at $1.23M in Q4 2022.
  • 411 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2023.

Based on SYSTM Wealth Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.