USCWA
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U.S. Capital Wealth Advisors’s BILL Holdings BILL Stock Holding History

U.S. Capital 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
2024
Q1 		– Sell
-2,869
Closed -$234K – 679
2023
Q4 		$234K Buy
2,869
+895
+45% +$73.5K 0.01% 601
2023
Q3 		$214K Sell
1,974
-720
-27% -$81.9K 0.01% 583
2023
Q2 		$315K Buy
+2,694
New +$256K 0.01% 523
2023
Q1 		– Sell
-1,519
Closed -$166K – 734
2022
Q4 		$166K Sell
1,519
-630
-29% -$75.6K 0.01% 647
2022
Q3 		$284K Sell
2,149
-55
-2% -$7.9K 0.01% 530
2022
Q2 		$242K Buy
2,204
+420
+24% +$61.1K 0.01% 590
2022
Q1 		$405K Buy
1,784
+49
+3% +$10.2K 0.01% 549
2021
Q4 		$432K Buy
1,735
+127
+8% +$35.9K 0.02% 543
2021
Q3 		$429K Buy
+1,608
New +$371K 0.02% 536

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return