Phoenix Wealth Advisors’s Burlington BURL Stock Holding History

Phoenix 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
2022 Q1	–	Sell	-1,776	Closed	-$518K	–	98
2021 Q4	$518K	Sell	1,776 -294	-14%	-$82.7K	0.39%	60
2021 Q3	$587K	Buy	2,070 +41	+2%	+$13.1K	0.44%	60
2021 Q2	$679K	Buy	+2,029	New	+$646K	0.49%	59

Other funds holding BURL

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Phoenix Wealth Advisors's BURL Position: Q1 2022 in Review

Phoenix Wealth Advisors sold out of Burlington (BURL) in Q1 2022, closing a stake of 1,776 shares — an estimated $518K sold.

Phoenix Wealth Advisors first reported a position in BURL in Q2 2021 and held it in 3 quarters. The position peaked at $679K in Q2 2021. 430 funds tracked by Wall St. Rank hold BURL as of Q1 2022.

Phoenix Wealth Advisors reported no remaining Burlington position as of Q1 2022 after selling out during the quarter.
Phoenix Wealth Advisors sold 1,776 Burlington shares in Q1 2022, an estimated $518K.
Phoenix Wealth Advisors first reported a position in Burlington in Q2 2021 and held it in 3 quarters.
Phoenix Wealth Advisors's Burlington position peaked at $679K in Q2 2021.
430 funds tracked by Wall St. Rank held Burlington as of Q1 2022.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.