HGWM
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Harvest Group Wealth Management’s Burlington BURL Stock Holding History

Harvest Group 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
2020
Q1 		– Sell
-32
Closed -$7K – 550
2019
Q4 		$7K Sell
32
-3
-9% -$627 0.01% 290
2019
Q3 		$7K Sell
35
-11
-24% -$2.02K 0.01% 306
2019
Q2 		$7K Hold
46
– – 0.01% 278
2019
Q1 		$7K Buy
+46
New +$7.42K 0.01% 309

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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Harvest Group Wealth Management's BURL Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Burlington (BURL) in Q1 2020, closing a stake of 32 shares — an estimated $7K sold.

Harvest Group Wealth Management first reported a position in BURL in Q1 2019 and held it in 4 quarters. The position peaked at $7K in Q4 2019. 434 funds tracked by Wall St. Rank hold BURL as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Burlington position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 32 Burlington shares in Q1 2020, an estimated $7K.
  • Harvest Group Wealth Management first reported a position in Burlington in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Burlington position peaked at $7K in Q4 2019.
  • 434 funds tracked by Wall St. Rank held Burlington as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.