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Insight Wealth Strategies’s Burlington BURL Stock Holding History

Insight Wealth Strategies’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
Q3 		– Sell
-5,117
Closed -$1.01M – 201
2020
Q2 		$1.01M Buy
5,117
+1,146
+29% +$216K 0.22% 45
2020
Q1 		$629K Sell
3,971
-7,756
-66% -$1.63M 0.17% 59
2019
Q4 		$2.67M Sell
11,727
-93
-0.8% -$19.4K 0.57% 28
2019
Q3 		$2.36M Buy
11,820
+1,192
+11% +$219K 0.55% 31
2019
Q2 		$1.81M Buy
10,628
+6,901
+185% +$1.13M 0.44% 38
2019
Q1 		$584K Sell
3,727
-85
-2% -$13.7K 0.16% 87
2018
Q4 		$620K Buy
+3,812
New +$616K 0.19% 75

Other funds holding BURL

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Vanguard Group
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BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return