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Plante Moran Financial Advisors’s Burlington BURL Stock Holding History

Plante Moran Financial 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
2026
Q1 		– Sell
-2
Closed -$578 – 745
2025
Q4 		$578 Buy
+2
New +$543 ﹤0.01% 758
2022
Q3 		– Sell
-7
Closed -$1K – 882
2022
Q2 		$1K Buy
+7
New +$1.27K ﹤0.01% 885
2021
Q4 		– Sell
-13
Closed -$4K – 1008
2021
Q3 		$4K Sell
13
-15
-54% -$4.79K ﹤0.01% 802
2021
Q2 		$9K Hold
28
– – ﹤0.01% 685
2021
Q1 		$8K Buy
28
+13
+87% +$3.53K ﹤0.01% 683
2020
Q4 		$4K Hold
15
– – ﹤0.01% 712
2020
Q3 		$3K Hold
15
– – ﹤0.01% 742
2020
Q2 		$3K Buy
+15
New +$2.83K ﹤0.01% 630
2018
Q1 		– Sell
-47
Closed -$6K – 955
2017
Q4 		$6K Buy
+47
New +$4.79K ﹤0.01% 671

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VPM
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VCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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AQR Capital Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return