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Paces Ferry Wealth Advisors’s Burlington BURL Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-105
Closed -$22K – 260
2020
Q3 		$22K Buy
+105
New +$20.5K 0.02% 317

Other funds holding BURL

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Paces Ferry Wealth Advisors's BURL Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Burlington (BURL) in Q4 2020, closing a stake of 105 shares — an estimated $22K sold.

Paces Ferry Wealth Advisors first reported a position in BURL in Q3 2020 and held it in 1 quarter. The position peaked at $22K in Q3 2020. 449 funds tracked by Wall St. Rank hold BURL as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Burlington position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 105 Burlington shares in Q4 2020, an estimated $22K.
  • Paces Ferry Wealth Advisors first reported a position in Burlington in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Burlington position peaked at $22K in Q3 2020.
  • 449 funds tracked by Wall St. Rank held Burlington as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.