VitalStone Financial’s BILL Holdings BILL Stock Holding History

VitalStone 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
2024 Q3	–	Sell	-49	Closed	-$2.58K	–	500
2024 Q2	$2.58K	Buy	+49	New	+$2.77K	﹤0.01%	370

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VitalStone Financial's BILL Position: Q3 2024 in Review

VitalStone Financial sold out of BILL Holdings (BILL) in Q3 2024, closing a stake of 49 shares — an estimated $2.58K sold.

VitalStone Financial first reported a position in BILL in Q2 2024 and held it in 1 quarter. The position peaked at $2.58K in Q2 2024. 343 funds tracked by Wall St. Rank hold BILL as of Q3 2024.

VitalStone Financial reported no remaining BILL Holdings position as of Q3 2024 after selling out during the quarter.
VitalStone Financial sold 49 BILL Holdings shares in Q3 2024, an estimated $2.58K.
VitalStone Financial first reported a position in BILL Holdings in Q2 2024 and held it in 1 quarter.
VitalStone Financial's BILL Holdings position peaked at $2.58K in Q2 2024.
343 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.