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AdvisorShares Investments’s Burlington BURL Stock Holding History

AdvisorShares Investments’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
2021
Q4 		– Sell
-6,722
Closed -$1.91M – 198
2021
Q3 		$1.91M Buy
+6,722
New +$2.15M 0.3% 41
2021
Q2 		– Sell
-7,058
Closed -$2.11M – 200
2021
Q1 		$2.11M Buy
+7,058
New +$1.92M 0.26% 37
2020
Q3 		– Sell
-4,525
Closed -$891K – 139
2020
Q2 		$891K Buy
+4,525
New +$852K 0.38% 64
2020
Q1 		– Sell
-3,332
Closed -$760K – 99
2019
Q4 		$760K Buy
+3,332
New +$696K 0.47% 75

Other funds holding BURL

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AdvisorShares Investments's BURL Position: Q4 2021 in Review

AdvisorShares Investments sold out of Burlington (BURL) in Q4 2021, closing a stake of 6,722 shares — an estimated $1.91M sold.

AdvisorShares Investments first reported a position in BURL in Q4 2019 and held it in 4 quarters. The position peaked at $2.11M in Q1 2021. 492 funds tracked by Wall St. Rank hold BURL as of Q4 2021.

  • AdvisorShares Investments reported no remaining Burlington position as of Q4 2021 after selling out during the quarter.
  • AdvisorShares Investments sold 6,722 Burlington shares in Q4 2021, an estimated $1.91M.
  • AdvisorShares Investments first reported a position in Burlington in Q4 2019 and held it in 4 quarters.
  • AdvisorShares Investments's Burlington position peaked at $2.11M in Q1 2021.
  • 492 funds tracked by Wall St. Rank held Burlington as of Q4 2021.

Based on AdvisorShares Investments's 13F filing for Q4 2021, filed 31 Jan 2022.