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Burt Wealth Advisors’s New York Times NYT Stock Holding History

Burt Wealth Advisors’s Portfolio NYT Stock Details NYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-23
Closed -$1K – 273
2020
Q4 		$1K Hold
23
– – ﹤0.01% 372
2020
Q3 		$1K Buy
+23
New +$1.01K ﹤0.01% 378

Other funds holding NYT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Burt Wealth Advisors's NYT Position: Q1 2021 in Review

Burt Wealth Advisors sold out of New York Times (NYT) in Q1 2021, closing a stake of 23 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in NYT in Q3 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 356 funds tracked by Wall St. Rank hold NYT as of Q1 2021.

  • Burt Wealth Advisors reported no remaining New York Times position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 23 New York Times shares in Q1 2021, an estimated $1K.
  • Burt Wealth Advisors first reported a position in New York Times in Q3 2020 and held it in 2 quarters.
  • Burt Wealth Advisors's New York Times position peaked at $1K in Q4 2020.
  • 356 funds tracked by Wall St. Rank held New York Times as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.