WWM
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Wolff Wiese Magana’s BILL Holdings BILL Stock Holding History

Wolff Wiese Magana’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
2025
Q3 		– Sell
-22
Closed -$1.02K – 967
2025
Q2 		$1.02K Hold
22
– – ﹤0.01% 841
2025
Q1 		$1.01K Hold
22
– – ﹤0.01% 857
2024
Q4 		$1.86K Hold
22
– – ﹤0.01% 713
2024
Q3 		$1.16K Buy
+22
New +$1.13K ﹤0.01% 834
2024
Q1 		– Sell
-56
Closed -$4.57K – 721
2023
Q4 		$4.57K Hold
56
– – ﹤0.01% 393
2023
Q3 		$6.08K Hold
56
– – ﹤0.01% 412
2023
Q2 		$6.54K Buy
+56
New +$5.32K 0.01% 407
2023
Q1 		– Sell
-14
Closed -$1.52K – 774
2022
Q4 		$1.52K Sell
14
-478
-97% -$57.4K ﹤0.01% 528
2022
Q3 		$65K Hold
492
– – 0.05% 204
2022
Q2 		$54K Sell
492
-49
-9% -$7.13K 0.04% 241
2022
Q1 		$123K Sell
541
-98
-15% -$20.4K 0.08% 163
2021
Q4 		$159K Sell
639
-64
-9% -$18.1K 0.1% 151
2021
Q3 		$187K Sell
703
-345
-33% -$79.6K 0.13% 132
2021
Q2 		$192K Hold
1,048
– – 0.14% 127
2021
Q1 		$152K Hold
1,048
– – 0.12% 138
2020
Q4 		$143K Buy
+1,048
New +$124K 0.12% 145

Other funds holding BILL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return