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Perigon Wealth Management’s Burlington BURL Stock Holding History

Perigon Wealth 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
2021
Q1 		– Sell
-95
Closed -$25K – 566
2020
Q4 		$25K Buy
+95
New +$21.2K ﹤0.01% 964

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Perigon Wealth Management's BURL Position: Q1 2021 in Review

Perigon Wealth Management sold out of Burlington (BURL) in Q1 2021, closing a stake of 95 shares — an estimated $25K sold.

Perigon Wealth Management first reported a position in BURL in Q4 2020 and held it in 1 quarter. The position peaked at $25K in Q4 2020. 472 funds tracked by Wall St. Rank hold BURL as of Q1 2021.

  • Perigon Wealth Management reported no remaining Burlington position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 95 Burlington shares in Q1 2021, an estimated $25K.
  • Perigon Wealth Management first reported a position in Burlington in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's Burlington position peaked at $25K in Q4 2020.
  • 472 funds tracked by Wall St. Rank held Burlington as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.