PWA
BURL icon

Provenance Wealth Advisors’s Burlington BURL Stock Holding History

Provenance 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
2023
Q4 		– Sell
-12
Closed -$1.62K – 600
2023
Q3 		$1.62K Buy
+12
New +$1.93K ﹤0.01% 343

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Provenance Wealth Advisors's BURL Position: Q4 2023 in Review

Provenance Wealth Advisors sold out of Burlington (BURL) in Q4 2023, closing a stake of 12 shares — an estimated $1.62K sold.

Provenance Wealth Advisors first reported a position in BURL in Q3 2023 and held it in 1 quarter. The position peaked at $1.62K in Q3 2023. 459 funds tracked by Wall St. Rank hold BURL as of Q4 2023.

  • Provenance Wealth Advisors reported no remaining Burlington position as of Q4 2023 after selling out during the quarter.
  • Provenance Wealth Advisors sold 12 Burlington shares in Q4 2023, an estimated $1.62K.
  • Provenance Wealth Advisors first reported a position in Burlington in Q3 2023 and held it in 1 quarter.
  • Provenance Wealth Advisors's Burlington position peaked at $1.62K in Q3 2023.
  • 459 funds tracked by Wall St. Rank held Burlington as of Q4 2023.

Based on Provenance Wealth Advisors's 13F filing for Q4 2023, filed 15 Aug 2025.