TCWP’s BILL Holdings BILL Stock Holding History

TCWP’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	-66	Closed	-$14K	–	440
2022 Q1	$14K	Buy	+66	New	+$13.8K	﹤0.01%	785

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

TCWP's BILL Position: Q2 2022 in Review

TCWP sold out of BILL Holdings (BILL) in Q2 2022, closing a stake of 66 shares — an estimated $14K sold.

TCWP first reported a position in BILL in Q1 2022 and held it in 1 quarter. The position peaked at $14K in Q1 2022. 431 funds tracked by Wall St. Rank hold BILL as of Q2 2022.

TCWP reported no remaining BILL Holdings position as of Q2 2022 after selling out during the quarter.
TCWP sold 66 BILL Holdings shares in Q2 2022, an estimated $14K.
TCWP first reported a position in BILL Holdings in Q1 2022 and held it in 1 quarter.
TCWP's BILL Holdings position peaked at $14K in Q1 2022.
431 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.