VFM
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Vivid Financial Management’s BILL Holdings BILL Stock Holding History

Vivid Financial Management’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
Q4 		$201K Sell
807
-33
-4% -$9.33K 0.08% 127
2021
Q3 		$224K Sell
840
-1,390
-62% -$321K 0.09% 132
2021
Q2 		$408K Sell
2,230
-68
-3% -$10.7K 0.17% 95
2021
Q1 		$334K Buy
+2,298
New +$344K 0.15% 105

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Vivid Financial Management's BILL Position: Q4 2021 in Review

Vivid Financial Management reduced its BILL Holdings (BILL) stake by 3.9% in Q4 2021, selling an estimated $9.33K and leaving 807 shares worth $201K. The position accounts for 0.08% of the portfolio, ranked #127.

Vivid Financial Management first reported a position in BILL in Q1 2021 and has held it in 4 quarters since. The position peaked at $408K in Q2 2021. 479 funds tracked by Wall St. Rank hold BILL as of Q4 2021.

  • Vivid Financial Management held 807 shares of BILL Holdings worth $201K as of Q4 2021.
  • Vivid Financial Management sold 33 BILL Holdings shares in Q4 2021, an estimated $9.33K.
  • BILL Holdings made up 0.08% of Vivid Financial Management's portfolio in Q4 2021, its #127 holding.
  • Vivid Financial Management first reported a position in BILL Holdings in Q1 2021 and has held it in 4 quarters since.
  • Vivid Financial Management's BILL Holdings position peaked at $408K in Q2 2021.
  • 479 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2021.

Based on Vivid Financial Management's 13F filing for Q4 2021, filed 21 Jan 2022.