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RJFSA
Raymond James Financial Services Advisors’s
Burlington
BURL
Stock Holding History
Raymond James Financial Services 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
2024
Q3
$263K
Buy
+998
New
+$258K
﹤0.01%
3019
2023
Q1
–
Sell
-1,151
Closed
-$233K
–
3273
2022
Q4
$233K
Buy
+1,151
New
+$184K
﹤0.01%
2765
2022
Q2
–
Sell
-1,320
Closed
-$240K
–
3279
2022
Q1
$240K
Sell
1,320
-1,044
-44%
-$229K
﹤0.01%
2868
2021
Q4
$689K
Buy
2,364
+12
+0.5%
+$3.37K
﹤0.01%
2186
2021
Q3
$667K
Buy
2,352
+969
+70%
+$310K
﹤0.01%
2189
2021
Q2
$445K
Buy
1,383
+93
+7%
+$29.6K
﹤0.01%
2445
2021
Q1
$385K
Buy
1,290
+138
+12%
+$37.5K
﹤0.01%
2468
2020
Q4
$301K
Sell
1,152
-12
-1%
-$2.67K
﹤0.01%
2459
2020
Q3
$240K
Sell
1,164
-14,862
-93%
-$2.89M
﹤0.01%
2418
2020
Q2
$3.16M
Buy
16,026
+916
+6%
+$173K
0.01%
910
2020
Q1
$2.39M
Sell
15,110
-1,586
-9%
-$334K
0.01%
808
2019
Q4
$3.81M
Buy
16,696
+10,466
+168%
+$2.19M
0.01%
834
2019
Q3
$1.25M
Sell
6,230
-312
-5%
-$57.4K
﹤0.01%
1348
2019
Q2
$1.11M
Sell
6,542
-1,177
-15%
-$192K
﹤0.01%
1435
2019
Q1
$1.21M
Sell
7,719
-676
-8%
-$109K
0.01%
1348
2018
Q4
$1.37M
Sell
8,395
-216
-3%
-$34.9K
0.01%
1108
2018
Q3
$1.4M
Buy
8,611
+1,637
+23%
+$261K
0.01%
1263
2018
Q2
$1.05M
Buy
+6,974
New
+$993K
0.01%
1393
Other funds holding BURL
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
SIM
SRS Investment Management
New York
$9.47B AUM
60.12%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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