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Confluence Wealth Services’s Burlington BURL Stock Holding History

Confluence Wealth 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
2022
Q1 		– Sell
-49
Closed -$14K – 366
2021
Q4 		$14K Buy
+49
New +$13.8K ﹤0.01% 816

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

Confluence Wealth Services's BURL Position: Q1 2022 in Review

Confluence Wealth Services sold out of Burlington (BURL) in Q1 2022, closing a stake of 49 shares — an estimated $14K sold.

Confluence Wealth Services first reported a position in BURL in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 430 funds tracked by Wall St. Rank hold BURL as of Q1 2022.

  • Confluence Wealth Services reported no remaining Burlington position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 49 Burlington shares in Q1 2022, an estimated $14K.
  • Confluence Wealth Services first reported a position in Burlington in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Burlington position peaked at $14K in Q4 2021.
  • 430 funds tracked by Wall St. Rank held Burlington as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.