WESPAC Advisors’s BILL Holdings BILL Stock Holding History

WESPAC Advisors’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	–	Sell	-1,142	Closed	-$305K	–	149
2021 Q3	$305K	Buy	+1,142	New	+$263K	0.19%	132

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

WESPAC Advisors's BILL Position: Q4 2021 in Review

WESPAC Advisors sold out of BILL Holdings (BILL) in Q4 2021, closing a stake of 1,142 shares — an estimated $305K sold.

WESPAC Advisors first reported a position in BILL in Q3 2021 and held it in 1 quarter. The position peaked at $305K in Q3 2021. 479 funds tracked by Wall St. Rank hold BILL as of Q4 2021.

WESPAC Advisors reported no remaining BILL Holdings position as of Q4 2021 after selling out during the quarter.
WESPAC Advisors sold 1,142 BILL Holdings shares in Q4 2021, an estimated $305K.
WESPAC Advisors first reported a position in BILL Holdings in Q3 2021 and held it in 1 quarter.
WESPAC Advisors's BILL Holdings position peaked at $305K in Q3 2021.
479 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2021.

Based on WESPAC Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.