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Fortitude Advisory Group’s Burlington BURL Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-79
Closed -$14K – 360
2022
Q1 		$14K Sell
79
-50
-39% -$11K 0.01% 932
2021
Q4 		$38K Buy
+129
New +$36.3K 0.02% 626

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fortitude Advisory Group's BURL Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Burlington (BURL) in Q2 2022, closing a stake of 79 shares — an estimated $14K sold.

Fortitude Advisory Group first reported a position in BURL in Q4 2021 and held it in 2 quarters. The position peaked at $38K in Q4 2021. 423 funds tracked by Wall St. Rank hold BURL as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Burlington position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 79 Burlington shares in Q2 2022, an estimated $14K.
  • Fortitude Advisory Group first reported a position in Burlington in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Burlington position peaked at $38K in Q4 2021.
  • 423 funds tracked by Wall St. Rank held Burlington as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.