Truist Financial
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Truist Financial’s BILL Holdings BILL Stock Holding History

Truist Financial’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
2021
Q2 		– Sell
-8,300
Closed -$1.21M – 2711
2021
Q1 		$1.21M Buy
+8,300
New +$1.24M ﹤0.01% 1472

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BlackRock
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Temasek Holdings
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return