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Clearview Wealth Advisors’s Burlington BURL Stock Holding History

Clearview Wealth 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
2022
Q1 		– Sell
-30
Closed -$9K – 615
2021
Q4 		$9K Hold
30
– – 0.01% 428
2021
Q3 		$9K Hold
30
– – 0.01% 433
2021
Q2 		$10K Hold
30
– – 0.01% 416
2021
Q1 		$9K Hold
30
– – 0.01% 412
2020
Q4 		$8K Buy
+30
New +$6.68K 0.01% 396

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Clearview Wealth Advisors's BURL Position: Q1 2022 in Review

Clearview Wealth Advisors sold out of Burlington (BURL) in Q1 2022, closing a stake of 30 shares — an estimated $9K sold.

Clearview Wealth Advisors first reported a position in BURL in Q4 2020 and held it in 5 quarters. The position peaked at $10K in Q2 2021. 430 funds tracked by Wall St. Rank hold BURL as of Q1 2022.

  • Clearview Wealth Advisors reported no remaining Burlington position as of Q1 2022 after selling out during the quarter.
  • Clearview Wealth Advisors sold 30 Burlington shares in Q1 2022, an estimated $9K.
  • Clearview Wealth Advisors first reported a position in Burlington in Q4 2020 and held it in 5 quarters.
  • Clearview Wealth Advisors's Burlington position peaked at $10K in Q2 2021.
  • 430 funds tracked by Wall St. Rank held Burlington as of Q1 2022.

Based on Clearview Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.