Able Wealth Management’s Burlington BURL Stock Holding History

Able Wealth Management’s Portfolio BURL Stock Details BURL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-36	Closed	-$7K	–	152
2023 Q4	$7K	Buy	+36	New	+$5.37K	0.01%	311

Other funds holding BURL

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Able Wealth Management's BURL Position: Q1 2024 in Review

Able Wealth Management sold out of Burlington (BURL) in Q1 2024, closing a stake of 36 shares — an estimated $7K sold.

Able Wealth Management first reported a position in BURL in Q4 2023 and held it in 1 quarter. The position peaked at $7K in Q4 2023. 470 funds tracked by Wall St. Rank hold BURL as of Q1 2024.

Able Wealth Management reported no remaining Burlington position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 36 Burlington shares in Q1 2024, an estimated $7K.
Able Wealth Management first reported a position in Burlington in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Burlington position peaked at $7K in Q4 2023.
470 funds tracked by Wall St. Rank held Burlington as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.