Wealthfront Advisers
BILL icon

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 $1.66T AUM 25.57% 1-Year Est. Return
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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return