IBEX Wealth Advisors’s Burlington BURL Stock Holding History

IBEX Wealth Advisors’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 Q4	–	Sell	-9	Closed	-$3K	–	221
2021 Q3	$3K	Buy	+9	New	+$2.88K	﹤0.01%	420

Other funds holding BURL

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

IBEX Wealth Advisors's BURL Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Burlington (BURL) in Q4 2021, closing a stake of 9 shares — an estimated $3K sold.

IBEX Wealth Advisors first reported a position in BURL in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 493 funds tracked by Wall St. Rank hold BURL as of Q4 2021.

IBEX Wealth Advisors reported no remaining Burlington position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 9 Burlington shares in Q4 2021, an estimated $3K.
IBEX Wealth Advisors first reported a position in Burlington in Q3 2021 and held it in 1 quarter.
IBEX Wealth Advisors's Burlington position peaked at $3K in Q3 2021.
493 funds tracked by Wall St. Rank held Burlington as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.