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TCI Wealth Advisors’s BILL Holdings BILL Stock Holding History

TCI 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
Q2 		– Sell
-16
Closed -$1.3K – 450
2023
Q1 		$1.3K Sell
16
-19
-54% -$1.76K ﹤0.01% 2063
2022
Q4 		$3.81K Sell
35
-54
-61% -$6.48K ﹤0.01% 1706
2022
Q3 		$12K Buy
89
+2
+2% +$287 ﹤0.01% 895
2022
Q2 		$10K Sell
87
-43
-33% -$6.26K ﹤0.01% 991
2022
Q1 		$29K Buy
130
+18
+16% +$3.75K ﹤0.01% 545
2021
Q4 		$28K Sell
112
-1
-0.9% -$283 ﹤0.01% 558
2021
Q3 		$30K Buy
113
+1
+0.9% +$231 ﹤0.01% 539
2021
Q2 		$21K Buy
112
+36
+47% +$5.64K ﹤0.01% 596
2021
Q1 		$11K Hold
76
– – ﹤0.01% 796
2020
Q4 		$10K Hold
76
– – ﹤0.01% 641
2020
Q3 		$8K Buy
76
+54
+245% +$4.91K ﹤0.01% 622
2020
Q2 		$2K Buy
+22
New +$1.42K ﹤0.01% 1029

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

TCI Wealth Advisors's BILL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of BILL Holdings (BILL) in Q2 2023, closing a stake of 16 shares — an estimated $1.3K sold.

TCI Wealth Advisors first reported a position in BILL in Q2 2020 and held it in 12 quarters. The position peaked at $30K in Q3 2021. 419 funds tracked by Wall St. Rank hold BILL as of Q2 2023.

  • TCI Wealth Advisors reported no remaining BILL Holdings position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 16 BILL Holdings shares in Q2 2023, an estimated $1.3K.
  • TCI Wealth Advisors first reported a position in BILL Holdings in Q2 2020 and held it in 12 quarters.
  • TCI Wealth Advisors's BILL Holdings position peaked at $30K in Q3 2021.
  • 419 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.