Cetera Investment Advisers
BURL icon

Cetera Investment Advisers’s Burlington BURL Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$4.82M Sell
14,802
-309
-2% -$94.6K 0.01% 1527
2025
Q4 		$4.36M Sell
15,111
-686
-4% -$186K ﹤0.01% 1554
2025
Q3 		$4.02M Buy
15,797
+2,685
+20% +$729K ﹤0.01% 1591
2025
Q2 		$3.05M Sell
13,112
-164
-1% -$39K 0.01% 1541
2025
Q1 		$3.16M Buy
13,276
+309
+2% +$80.1K 0.01% 1401
2024
Q4 		$3.7M Buy
12,967
+696
+6% +$188K 0.01% 1223
2024
Q3 		$3.23M Sell
12,271
-69
-0.6% -$17.9K 0.01% 1274
2024
Q2 		$2.96M Buy
12,340
+61
+0.5% +$12.6K 0.01% 1287
2024
Q1 		$2.85M Buy
+12,279
New +$2.51M 0.01% 1318
2022
Q2 		– Sell
-1,386
Closed -$252K – 1831
2022
Q1 		$252K Sell
1,386
-52
-4% -$11.4K ﹤0.01% 1575
2021
Q4 		$419K Sell
1,438
-225
-14% -$63.3K 0.01% 1288
2021
Q3 		$472K Buy
1,663
+63
+4% +$20.1K 0.01% 1176
2021
Q2 		$515K Buy
1,600
+742
+86% +$236K 0.01% 1110
2021
Q1 		$256K Sell
858
-676
-44% -$184K 0.01% 1333
2020
Q4 		$401K Buy
+1,534
New +$342K 0.01% 1074

Other funds holding BURL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return