CAAS
BURL icon

Capital Asset Advisory Services’s Burlington BURL Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-61
Closed -$16K – 767
2020
Q4 		$16K Buy
+61
New +$13.6K ﹤0.01% 933

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital Asset Advisory Services's BURL Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Burlington (BURL) in Q1 2021, closing a stake of 61 shares — an estimated $16K sold.

Capital Asset Advisory Services first reported a position in BURL in Q4 2020 and held it in 1 quarter. The position peaked at $16K in Q4 2020. 472 funds tracked by Wall St. Rank hold BURL as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Burlington position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 61 Burlington shares in Q1 2021, an estimated $16K.
  • Capital Asset Advisory Services first reported a position in Burlington in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Burlington position peaked at $16K in Q4 2020.
  • 472 funds tracked by Wall St. Rank held Burlington as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.