FWM
BURL icon

Filbrandt Wealth Management’s Burlington BURL Stock Holding History

Filbrandt Wealth Management’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
Q3 		$1K Buy
+2
New +$639 ﹤0.01% 203
2020
Q3 		– Sell
-16
Closed -$3K – 179
2020
Q2 		$3K Buy
+16
New +$3.01K ﹤0.01% 298

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $645B AUM 30.41% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Filbrandt Wealth Management's BURL Position: Q3 2021 in Review

Filbrandt Wealth Management opened a new position in Burlington (BURL) in Q3 2021: 2 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #203 among its holdings. This is a return to the name: Filbrandt Wealth Management previously reported a position in BURL as recently as Q2 2020.

Filbrandt Wealth Management first reported a position in BURL in Q2 2020 and has held it in 2 quarters since. The position peaked at $3K in Q2 2020. 487 funds tracked by Wall St. Rank hold BURL as of Q3 2021.

  • Filbrandt Wealth Management held 2 shares of Burlington worth $1K as of Q3 2021.
  • Burlington was a new Filbrandt Wealth Management position in Q3 2021.
  • Burlington made up ﹤0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #203 holding.
  • Filbrandt Wealth Management first reported a position in Burlington in Q2 2020 and has held it in 2 quarters since.
  • Filbrandt Wealth Management's Burlington position peaked at $3K in Q2 2020.
  • 487 funds tracked by Wall St. Rank held Burlington as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.