Centerpoint Advisors’s Burlington BURL Stock Holding History

Centerpoint 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
2024 Q2	–	Sell	-22	Closed	-$5K	–	439
2024 Q1	$5K	Hold	22	–	–	﹤0.01%	356
2023 Q4	$4K	Hold	22	–	–	﹤0.01%	363
2023 Q3	$3K	Hold	22	–	–	﹤0.01%	414
2023 Q2	$3K	Hold	22	–	–	﹤0.01%	420
2023 Q1	$4K	Hold	22	–	–	﹤0.01%	397
2022 Q4	$4K	Hold	22	–	–	﹤0.01%	354
2022 Q3	$2K	Hold	22	–	–	﹤0.01%	304
2022 Q2	$3K	Hold	22	–	–	﹤0.01%	292
2022 Q1	$4K	Hold	22	–	–	﹤0.01%	279
2021 Q4	$6K	Hold	22	–	–	﹤0.01%	258
2021 Q3	$6K	Hold	22	–	–	﹤0.01%	221
2021 Q2	$7K	Hold	22	–	–	﹤0.01%	219
2021 Q1	$7K	Hold	22	–	–	﹤0.01%	189
2020 Q4	$6K	Hold	22	–	–	﹤0.01%	191
2020 Q3	$5K	Sell	22 -47	-68%	-$9.15K	﹤0.01%	179
2020 Q2	$14K	Buy	69 +47	+214%	+$8.85K	0.01%	139
2020 Q1	$3K	Hold	22	–	–	﹤0.01%	208
2019 Q4	$5K	Hold	22	–	–	﹤0.01%	202
2019 Q3	$4K	Hold	22	–	–	﹤0.01%	207
2019 Q2	$4K	Hold	22	–	–	﹤0.01%	199
2019 Q1	$3K	Hold	22	–	–	﹤0.01%	209
2018 Q4	$4K	Hold	22	–	–	﹤0.01%	185
2018 Q3	$4K	Hold	22	–	–	﹤0.01%	182
2018 Q2	$3K	Buy	+22	New	+$3.13K	﹤0.01%	238

Other funds holding BURL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Centerpoint Advisors's BURL Position: Q2 2024 in Review

Centerpoint Advisors sold out of Burlington (BURL) in Q2 2024, closing a stake of 22 shares — an estimated $5K sold.

Centerpoint Advisors first reported a position in BURL in Q2 2018 and held it in 24 quarters. The position peaked at $14K in Q2 2020. 515 funds tracked by Wall St. Rank hold BURL as of Q2 2024.

Centerpoint Advisors reported no remaining Burlington position as of Q2 2024 after selling out during the quarter.
Centerpoint Advisors sold 22 Burlington shares in Q2 2024, an estimated $5K.
Centerpoint Advisors first reported a position in Burlington in Q2 2018 and held it in 24 quarters.
Centerpoint Advisors's Burlington position peaked at $14K in Q2 2020.
515 funds tracked by Wall St. Rank held Burlington as of Q2 2024.

Based on Centerpoint Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.