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	-$153	–	752
2014 Q4	$153	Buy	+3,240	New	+$138K	﹤0.01%	1509

Other funds holding BURL

Capital International Investors

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates

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

Holocene Advisors

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return