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Wealth Alliance’s BILL Holdings BILL Stock Holding History

Wealth Alliance’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
2022
Q2 		– Sell
-1,069
Closed -$243K – 450
2022
Q1 		$243K Buy
1,069
+24
+2% +$5K 0.05% 378
2021
Q4 		$260K Buy
1,045
+45
+5% +$12.7K 0.05% 360
2021
Q3 		$267K Buy
+1,000
New +$231K 0.06% 340

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
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

Wealth Alliance's BILL Position: Q2 2022 in Review

Wealth Alliance sold out of BILL Holdings (BILL) in Q2 2022, closing a stake of 1,069 shares — an estimated $243K sold.

Wealth Alliance first reported a position in BILL in Q3 2021 and held it in 3 quarters. The position peaked at $267K in Q3 2021. 431 funds tracked by Wall St. Rank hold BILL as of Q2 2022.

  • Wealth Alliance reported no remaining BILL Holdings position as of Q2 2022 after selling out during the quarter.
  • Wealth Alliance sold 1,069 BILL Holdings shares in Q2 2022, an estimated $243K.
  • Wealth Alliance first reported a position in BILL Holdings in Q3 2021 and held it in 3 quarters.
  • Wealth Alliance's BILL Holdings position peaked at $267K in Q3 2021.
  • 431 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2022.

Based on Wealth Alliance's 13F filing for Q2 2022, filed 15 Aug 2022.