Baker Tilly Wealth Management’s Burlington BURL Stock Holding History

Baker Tilly 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
2022 Q3	–	Sell	-1,866	Closed	-$254K	–	509
2022 Q2	$254K	Sell	1,866 -1	-0.1%	-$181	0.03%	434
2022 Q1	$340K	Sell	1,867 -240	-11%	-$52.6K	0.04%	414
2021 Q4	$614K	Buy	2,107 +526	+33%	+$148K	0.07%	313
2021 Q3	$448K	Buy	1,581 +228	+17%	+$72.9K	0.06%	340
2021 Q2	$436K	Buy	1,353 +284	+27%	+$90.4K	0.07%	310
2021 Q1	$319K	Buy	1,069 +238	+29%	+$64.7K	0.07%	343
2020 Q4	$217K	Buy	+831	New	+$185K	0.07%	304

Other funds holding BURL

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SCM

Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

Baker Tilly Wealth Management's BURL Position: Q3 2022 in Review

Baker Tilly Wealth Management sold out of Burlington (BURL) in Q3 2022, closing a stake of 1,866 shares — an estimated $254K sold.

Baker Tilly Wealth Management first reported a position in BURL in Q4 2020 and held it in 7 quarters. The position peaked at $614K in Q4 2021. 369 funds tracked by Wall St. Rank hold BURL as of Q3 2022.

Baker Tilly Wealth Management reported no remaining Burlington position as of Q3 2022 after selling out during the quarter.
Baker Tilly Wealth Management sold 1,866 Burlington shares in Q3 2022, an estimated $254K.
Baker Tilly Wealth Management first reported a position in Burlington in Q4 2020 and held it in 7 quarters.
Baker Tilly Wealth Management's Burlington position peaked at $614K in Q4 2021.
369 funds tracked by Wall St. Rank held Burlington as of Q3 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2022, filed 20 Oct 2022.