Winch Advisory Services’s BILL Holdings BILL Stock Holding History

Winch Advisory Services’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	-134	Closed	-$30K	–	437
2022 Q1	$30K	Buy	134 +33	+33%	+$6.88K	0.01%	171
2021 Q4	$25K	Sell	101 -20	-17%	-$5.66K	0.01%	184
2021 Q3	$32K	Buy	121 +57	+89%	+$13.2K	0.01%	161
2021 Q2	$12K	Buy	+64	New	+$10K	﹤0.01%	247

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Winch Advisory Services's BILL Position: Q2 2022 in Review

Winch Advisory Services sold out of BILL Holdings (BILL) in Q2 2022, closing a stake of 134 shares — an estimated $30K sold.

Winch Advisory Services first reported a position in BILL in Q2 2021 and held it in 4 quarters. The position peaked at $32K in Q3 2021. 431 funds tracked by Wall St. Rank hold BILL as of Q2 2022.

Winch Advisory Services reported no remaining BILL Holdings position as of Q2 2022 after selling out during the quarter.
Winch Advisory Services sold 134 BILL Holdings shares in Q2 2022, an estimated $30K.
Winch Advisory Services first reported a position in BILL Holdings in Q2 2021 and held it in 4 quarters.
Winch Advisory Services's BILL Holdings position peaked at $32K in Q3 2021.
431 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2022.

Based on Winch Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.