AC
BURL icon

Avestar Capital’s Burlington BURL Stock Holding History

Avestar Capital’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
2022
Q2 		– Sell
-1,159
Closed -$211K – 304
2022
Q1 		$211K Buy
1,159
+243
+27% +$53.2K 0.03% 368
2021
Q4 		$267K Sell
916
-89
-9% -$25K 0.03% 369
2021
Q3 		$285K Buy
1,005
+85
+9% +$27.2K 0.04% 360
2021
Q2 		$296K Buy
+920
New +$293K 0.04% 328

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $717B AUM 35.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Avestar Capital's BURL Position: Q2 2022 in Review

Avestar Capital sold out of Burlington (BURL) in Q2 2022, closing a stake of 1,159 shares — an estimated $211K sold.

Avestar Capital first reported a position in BURL in Q2 2021 and held it in 4 quarters. The position peaked at $296K in Q2 2021. 423 funds tracked by Wall St. Rank hold BURL as of Q2 2022.

  • Avestar Capital reported no remaining Burlington position as of Q2 2022 after selling out during the quarter.
  • Avestar Capital sold 1,159 Burlington shares in Q2 2022, an estimated $211K.
  • Avestar Capital first reported a position in Burlington in Q2 2021 and held it in 4 quarters.
  • Avestar Capital's Burlington position peaked at $296K in Q2 2021.
  • 423 funds tracked by Wall St. Rank held Burlington as of Q2 2022.

Based on Avestar Capital's 13F filing for Q2 2022, filed 28 Jul 2022.