WFA
BILL icon

WMG Financial Advisors’s BILL Holdings BILL Stock Holding History

WMG Financial 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
2022
Q4 		– Sell
-2,200
Closed -$290K – 138
2022
Q3 		$290K Hold
2,200
– – 0.26% 81
2022
Q2 		$242K Hold
2,200
– – 0.21% 111
2022
Q1 		$500K Hold
2,200
– – 0.37% 69
2021
Q4 		$550K Buy
+2,200
New +$622K 0.43% 62

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WMG Financial Advisors's BILL Position: Q4 2022 in Review

WMG Financial Advisors sold out of BILL Holdings (BILL) in Q4 2022, closing a stake of 2,200 shares — an estimated $290K sold.

WMG Financial Advisors first reported a position in BILL in Q4 2021 and held it in 4 quarters. The position peaked at $550K in Q4 2021. 481 funds tracked by Wall St. Rank hold BILL as of Q4 2022.

  • WMG Financial Advisors reported no remaining BILL Holdings position as of Q4 2022 after selling out during the quarter.
  • WMG Financial Advisors sold 2,200 BILL Holdings shares in Q4 2022, an estimated $290K.
  • WMG Financial Advisors first reported a position in BILL Holdings in Q4 2021 and held it in 4 quarters.
  • WMG Financial Advisors's BILL Holdings position peaked at $550K in Q4 2021.
  • 481 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2022.

Based on WMG Financial Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.