AF
BURL icon

Allworth Financial’s Burlington BURL Stock Holding History

Allworth Financial’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
2026
Q1 		$635K Buy
1,953
+1,615
+478% +$495K ﹤0.01% 859
2025
Q4 		$97.6K Buy
338
+120
+55% +$32.6K ﹤0.01% 1774
2025
Q3 		$55.5K Buy
218
+33
+18% +$8.96K ﹤0.01% 2036
2025
Q2 		$43K Sell
185
-4
-2% -$951 ﹤0.01% 2040
2025
Q1 		$41.8K Sell
189
-20
-10% -$5.18K ﹤0.01% 1647
2024
Q4 		$60.4K Sell
209
-9
-4% -$2.43K ﹤0.01% 1488
2024
Q3 		$57.4K Sell
218
-30
-12% -$7.76K ﹤0.01% 1349
2024
Q2 		$60.7K Sell
248
-24
-9% -$4.94K ﹤0.01% 1290
2024
Q1 		$63.2K Buy
272
+196
+258% +$40K ﹤0.01% 1209
2023
Q4 		$14.8K Sell
76
-7
-8% -$1.04K ﹤0.01% 1812
2023
Q3 		$11.2K Sell
83
-13
-14% -$2.08K ﹤0.01% 1798
2023
Q2 		$15.1K Sell
96
-11
-10% -$1.89K ﹤0.01% 1708
2023
Q1 		$21.6K Buy
107
+24
+29% +$5.24K ﹤0.01% 1411
2022
Q4 		$16.8K Buy
83
+11
+15% +$1.76K ﹤0.01% 1451
2022
Q3 		$8K Buy
72
+69
+2,300% +$10K ﹤0.01% 1734
2022
Q2 		$0 Sell
3
-4
-57% -$724 ﹤0.01% 2416
2022
Q1 		$1K Buy
7
+4
+133% +$877 ﹤0.01% 1887
2021
Q4 		$1K Buy
+3
New +$844 ﹤0.01% 1791

Other funds holding BURL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return