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Atlas Private Wealth Advisors’s Burlington BURL Stock Holding History

Atlas Private Wealth Advisors’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
Q2 		– Sell
-8
Closed -$2K – 793
2021
Q1 		$2K Buy
8
+3
+60% +$815 ﹤0.01% 727
2020
Q4 		$1K Buy
+5
New +$1.11K ﹤0.01% 692

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atlas Private Wealth Advisors's BURL Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of Burlington (BURL) in Q2 2021, closing a stake of 8 shares — an estimated $2K sold.

Atlas Private Wealth Advisors first reported a position in BURL in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 490 funds tracked by Wall St. Rank hold BURL as of Q2 2021.

  • Atlas Private Wealth Advisors reported no remaining Burlington position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 8 Burlington shares in Q2 2021, an estimated $2K.
  • Atlas Private Wealth Advisors first reported a position in Burlington in Q4 2020 and held it in 2 quarters.
  • Atlas Private Wealth Advisors's Burlington position peaked at $2K in Q1 2021.
  • 490 funds tracked by Wall St. Rank held Burlington as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.