Wealthfront Advisers
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Wealthfront Advisers’s BILL Holdings BILL Stock Holding History

Wealthfront Advisers’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
2023
Q4 		– Sell
-3,340
Closed -$363K – 864
2023
Q3 		$363K Buy
3,340
+490
+17% +$55.7K ﹤0.01% 744
2023
Q2 		$333K Buy
+2,850
New +$271K ﹤0.01% 745
2023
Q1 		– Sell
-3,937
Closed -$429K – 807
2022
Q4 		$429K Sell
3,937
-1,888
-32% -$227K ﹤0.01% 663
2022
Q3 		$771K Buy
5,825
+1,724
+42% +$248K ﹤0.01% 520
2022
Q2 		$451K Sell
4,101
-869
-17% -$126K ﹤0.01% 608
2022
Q1 		$1.13M Sell
4,970
-3,266
-40% -$681K ﹤0.01% 506
2021
Q4 		$2.05M Buy
8,236
+2,048
+33% +$579K 0.01% 382
2021
Q3 		$1.65M Buy
+6,188
New +$1.43M 0.01% 382

Other funds holding BILL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealthfront Advisers's BILL Position: Q4 2023 in Review

Wealthfront Advisers sold out of BILL Holdings (BILL) in Q4 2023, closing a stake of 3,340 shares — an estimated $363K sold.

Wealthfront Advisers first reported a position in BILL in Q3 2021 and held it in 8 quarters. The position peaked at $2.05M in Q4 2021. 411 funds tracked by Wall St. Rank hold BILL as of Q4 2023.

  • Wealthfront Advisers reported no remaining BILL Holdings position as of Q4 2023 after selling out during the quarter.
  • Wealthfront Advisers sold 3,340 BILL Holdings shares in Q4 2023, an estimated $363K.
  • Wealthfront Advisers first reported a position in BILL Holdings in Q3 2021 and held it in 8 quarters.
  • Wealthfront Advisers's BILL Holdings position peaked at $2.05M in Q4 2021.
  • 411 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2023.

Based on Wealthfront Advisers's 13F filing for Q4 2023, filed 9 Feb 2024.