B. Riley Wealth Advisors’s Burlington BURL Stock Holding History

B. Riley 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
2023 Q3	–	Sell	-1,442	Closed	-$227K	–	1505
2023 Q2	$227K	Buy	+1,442	New	+$247K	0.01%	1286
2021 Q4	–	Sell	-713	Closed	-$203K	–	1423
2021 Q3	$203K	Buy	713 +82	+13%	+$26.2K	0.01%	1242
2021 Q2	$204K	Sell	631 -218	-26%	-$69.4K	0.01%	1209
2021 Q1	$255K	Buy	+849	New	+$231K	0.01%	1076
2020 Q1	–	Sell	-1,785	Closed	-$408K	–	805
2019 Q4	$408K	Sell	1,785 -97	-5%	-$20.3K	0.03%	498
2019 Q3	$377K	Sell	1,882 -47	-2%	-$8.64K	0.04%	507
2019 Q2	$329K	Buy	1,929 +87	+5%	+$14.2K	0.04%	522
2019 Q1	$291K	Buy	1,842 +142	+8%	+$22.9K	0.04%	507
2018 Q4	$278K	Buy	+1,700	New	+$275K	0.04%	465
2015 Q1	–	Sell	-3,240	Closed	-$153K	–	752
2014 Q4	$153K	Buy	+3,240	New	+$138K	﹤0.01%	1509

Other funds holding BURL

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

B. Riley Wealth Advisors's BURL Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Burlington (BURL) in Q3 2023, closing a stake of 1,442 shares — an estimated $227K sold.

B. Riley Wealth Advisors first reported a position in BURL in Q4 2014 and held it in 10 quarters. The position peaked at $408K in Q4 2019. 414 funds tracked by Wall St. Rank hold BURL as of Q3 2023.

B. Riley Wealth Advisors reported no remaining Burlington position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 1,442 Burlington shares in Q3 2023, an estimated $227K.
B. Riley Wealth Advisors first reported a position in Burlington in Q4 2014 and held it in 10 quarters.
B. Riley Wealth Advisors's Burlington position peaked at $408K in Q4 2019.
414 funds tracked by Wall St. Rank held Burlington as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.