AWM
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Avior Wealth Management’s Burlington BURL Stock Holding History

Avior Wealth Management’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
-1,840
Closed -$481K – 1016
2020
Q4 		$481K Sell
1,840
-780
-30% -$174K 0.06% 275
2020
Q3 		$539K Sell
2,620
-200
-7% -$39K 0.08% 222
2020
Q2 		$555K Buy
2,820
+640
+29% +$121K 0.09% 213
2020
Q1 		$345K Buy
2,180
+580
+36% +$122K 0.07% 252
2019
Q4 		$364K Hold
1,600
– – 0.06% 279
2019
Q3 		$319K Sell
1,600
-280
-15% -$51.5K 0.06% 285
2019
Q2 		$320K Hold
1,880
– – 0.06% 282
2019
Q1 		$294K Buy
1,880
+190
+11% +$30.6K 0.06% 279
2018
Q4 		$274K Buy
1,690
+20
+1% +$3.23K 0.07% 250
2018
Q3 		$272K Hold
1,670
– – 0.06% 282
2018
Q2 		$251K Hold
1,670
– – 0.06% 275
2018
Q1 		$222K Sell
1,670
-340
-17% -$42K 0.05% 289
2017
Q4 		$247K Buy
+2,010
New +$205K 0.06% 282

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Avior Wealth Management's BURL Position: Q1 2021 in Review

Avior Wealth Management sold out of Burlington (BURL) in Q1 2021, closing a stake of 1,840 shares — an estimated $481K sold.

Avior Wealth Management first reported a position in BURL in Q4 2017 and held it in 13 quarters. The position peaked at $555K in Q2 2020. 474 funds tracked by Wall St. Rank hold BURL as of Q1 2021.

  • Avior Wealth Management reported no remaining Burlington position as of Q1 2021 after selling out during the quarter.
  • Avior Wealth Management sold 1,840 Burlington shares in Q1 2021, an estimated $481K.
  • Avior Wealth Management first reported a position in Burlington in Q4 2017 and held it in 13 quarters.
  • Avior Wealth Management's Burlington position peaked at $555K in Q2 2020.
  • 474 funds tracked by Wall St. Rank held Burlington as of Q1 2021.

Based on Avior Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.