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Meridian Wealth Partners’s Burlington BURL Stock Holding History

Meridian Wealth Partners’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
Q2 		– Sell
-14
Closed -$4K – 264
2021
Q1 		$4K Buy
+14
New +$3.8K ﹤0.01% 753

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Meridian Wealth Partners's BURL Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Burlington (BURL) in Q2 2021, closing a stake of 14 shares — an estimated $4K sold.

Meridian Wealth Partners first reported a position in BURL in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 490 funds tracked by Wall St. Rank hold BURL as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Burlington position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 14 Burlington shares in Q2 2021, an estimated $4K.
  • Meridian Wealth Partners first reported a position in Burlington in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Burlington position peaked at $4K in Q1 2021.
  • 490 funds tracked by Wall St. Rank held Burlington as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.