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Burt Wealth Advisors’s JELD-WEN Holding JELD Stock Holding History

Burt Wealth Advisors’s Portfolio JELD Stock Details JELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-142
Closed -$3K – 405
2020
Q3 		$3K Hold
142
– – ﹤0.01% 331
2020
Q2 		$2K Hold
142
– – ﹤0.01% 339
2020
Q1 		$1K Buy
+142
New +$2.83K ﹤0.01% 375

Other funds holding JELD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return

Burt Wealth Advisors's JELD Position: Q4 2020 in Review

Burt Wealth Advisors sold out of JELD-WEN Holding (JELD) in Q4 2020, closing a stake of 142 shares — an estimated $3K sold.

Burt Wealth Advisors first reported a position in JELD in Q1 2020 and held it in 3 quarters. The position peaked at $3K in Q3 2020. 154 funds tracked by Wall St. Rank hold JELD as of Q4 2020.

  • Burt Wealth Advisors reported no remaining JELD-WEN Holding position as of Q4 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 142 JELD-WEN Holding shares in Q4 2020, an estimated $3K.
  • Burt Wealth Advisors first reported a position in JELD-WEN Holding in Q1 2020 and held it in 3 quarters.
  • Burt Wealth Advisors's JELD-WEN Holding position peaked at $3K in Q3 2020.
  • 154 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q4 2020.

Based on Burt Wealth Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.