Altus Wealth Group’s Burlington BURL Stock Holding History

Altus Wealth Group’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 Q1	–	Sell	-26	Closed	-$7K	–	250
2020 Q4	$7K	Buy	+26	New	+$5.79K	0.01%	588

Other funds holding BURL

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Altus Wealth Group's BURL Position: Q1 2021 in Review

Altus Wealth Group sold out of Burlington (BURL) in Q1 2021, closing a stake of 26 shares — an estimated $7K sold.

Altus Wealth Group first reported a position in BURL in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 472 funds tracked by Wall St. Rank hold BURL as of Q1 2021.

Altus Wealth Group reported no remaining Burlington position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 26 Burlington shares in Q1 2021, an estimated $7K.
Altus Wealth Group first reported a position in Burlington in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Burlington position peaked at $7K in Q4 2020.
472 funds tracked by Wall St. Rank held Burlington as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.