Tarbox Family Office’s BILL Holdings BILL Stock Holding History

Tarbox Family Office’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	-15	Closed	-$3K	–	220
2022 Q1	$3K	Buy	15 +10	+200%	+$2.08K	﹤0.01%	655
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	977
2021 Q3	$1K	Buy	+5	New	+$1.15K	﹤0.01%	1019

Other funds holding BILL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tarbox Family Office's BILL Position: Q2 2022 in Review

Tarbox Family Office sold out of BILL Holdings (BILL) in Q2 2022, closing a stake of 15 shares — an estimated $3K sold.

Tarbox Family Office first reported a position in BILL in Q3 2021 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 431 funds tracked by Wall St. Rank hold BILL as of Q2 2022.

Tarbox Family Office reported no remaining BILL Holdings position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 15 BILL Holdings shares in Q2 2022, an estimated $3K.
Tarbox Family Office first reported a position in BILL Holdings in Q3 2021 and held it in 3 quarters.
Tarbox Family Office's BILL Holdings position peaked at $3K in Q1 2022.
431 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.