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Legacy Wealth Asset Management’s Burlington BURL Stock Holding History

Legacy Wealth Asset 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
Q1 		– Sell
-1,015
Closed -$296K – 325
2021
Q4 		$296K Sell
1,015
-11
-1% -$3.09K 0.1% 259
2021
Q3 		$291K Sell
1,026
-9
-0.9% -$2.88K 0.13% 239
2021
Q2 		$333K Sell
1,035
-63
-6% -$20.1K 0.15% 232
2021
Q1 		$328K Sell
1,098
-5
-0.5% -$1.36K 0.15% 234
2020
Q4 		$288K Buy
+1,103
New +$246K 0.15% 235

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Legacy Wealth Asset Management's BURL Position: Q1 2022 in Review

Legacy Wealth Asset Management sold out of Burlington (BURL) in Q1 2022, closing a stake of 1,015 shares — an estimated $296K sold.

Legacy Wealth Asset Management first reported a position in BURL in Q4 2020 and held it in 5 quarters. The position peaked at $333K in Q2 2021. 430 funds tracked by Wall St. Rank hold BURL as of Q1 2022.

  • Legacy Wealth Asset Management reported no remaining Burlington position as of Q1 2022 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 1,015 Burlington shares in Q1 2022, an estimated $296K.
  • Legacy Wealth Asset Management first reported a position in Burlington in Q4 2020 and held it in 5 quarters.
  • Legacy Wealth Asset Management's Burlington position peaked at $333K in Q2 2021.
  • 430 funds tracked by Wall St. Rank held Burlington as of Q1 2022.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2022, filed 12 May 2022.