TFO Wealth Partners’s BILL Holdings BILL Stock Holding History

TFO Wealth Partners’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	-8	Closed	-$935	–	950
2023 Q3	$935	Buy	+8	New	+$910	﹤0.01%	301

Other funds holding BILL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TFO Wealth Partners's BILL Position: Q4 2023 in Review

TFO Wealth Partners sold out of BILL Holdings (BILL) in Q4 2023, closing a stake of 8 shares — an estimated $935 sold.

TFO Wealth Partners first reported a position in BILL in Q3 2023 and held it in 1 quarter. The position peaked at $935 in Q3 2023. 411 funds tracked by Wall St. Rank hold BILL as of Q4 2023.

TFO Wealth Partners reported no remaining BILL Holdings position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 8 BILL Holdings shares in Q4 2023, an estimated $935.
TFO Wealth Partners first reported a position in BILL Holdings in Q3 2023 and held it in 1 quarter.
TFO Wealth Partners's BILL Holdings position peaked at $935 in Q3 2023.
411 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.