TWA
BILL icon

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 $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
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return