HighMark Wealth Management’s Burlington BURL Stock Holding History

HighMark 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
2022 Q3	–	Sell	-3	Closed	–	–	524
2022 Q2	$0	Sell	3 -4	-57%	-$724	﹤0.01%	518
2022 Q1	$1K	Sell	7 -2	-22%	-$438	﹤0.01%	473
2021 Q4	$3K	Hold	9	–	–	﹤0.01%	395
2021 Q3	$3K	Sell	9 -2	-18%	-$639	﹤0.01%	409
2021 Q2	$4K	Hold	11	–	–	﹤0.01%	384
2021 Q1	$3K	Sell	11 -8	-42%	-$2.17K	﹤0.01%	383
2020 Q4	$5K	Sell	19 -5	-21%	-$1.11K	﹤0.01%	323
2020 Q3	$5K	Hold	24	–	–	﹤0.01%	311
2020 Q2	$5K	Buy	24 +6	+33%	+$1.13K	0.01%	303
2020 Q1	$2K	Sell	18 -5	-22%	-$1.05K	﹤0.01%	290
2019 Q4	$5K	Buy	+23	New	+$4.81K	0.01%	278

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors

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Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Janus Henderson Group

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Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return