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LNWWM
Laird Norton Wetherby Wealth Management’s
Burlington
BURL
Stock Holding History
Laird Norton Wetherby Wealth Management’s Portfolio
BURL Stock Details
BURL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-1,253
Closed
-$253K
–
957
2023
Q1
$253K
Buy
1,253
+51
+4%
+$11.1K
0.01%
756
2022
Q4
$244K
Buy
+1,202
New
+$192K
0.02%
746
2022
Q1
–
Sell
-727
Closed
-$212K
–
933
2021
Q4
$212K
Buy
+727
New
+$204K
0.01%
845
2021
Q3
–
Sell
-713
Closed
-$230K
–
934
2021
Q2
$230K
Sell
713
-442
-38%
-$141K
0.01%
812
2021
Q1
$345K
Sell
1,155
-313
-21%
-$85.1K
0.03%
552
2020
Q4
$384K
Sell
1,468
-307
-17%
-$68.4K
0.03%
554
2020
Q3
$366K
Buy
1,775
+457
+35%
+$89K
0.03%
464
2020
Q2
$260K
Sell
1,318
-210
-14%
-$39.6K
0.02%
567
2020
Q1
$242K
Buy
1,528
+369
+32%
+$77.7K
0.03%
518
2019
Q4
$264K
Buy
1,159
+40
+4%
+$8.36K
0.03%
574
2019
Q3
$224K
Buy
+1,119
New
+$206K
0.02%
627
Other funds holding BURL
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$145B AUM
22.78%
1-Year Est. Return
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$427B AUM
29.17%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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