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Regent Peak Wealth Advisors’s Burlington BURL Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-11
Closed -$3K – 265
2020
Q4 		$3K Buy
+11
New +$2.45K ﹤0.01% 731

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

Regent Peak Wealth Advisors's BURL Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Burlington (BURL) in Q1 2021, closing a stake of 11 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in BURL in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 472 funds tracked by Wall St. Rank hold BURL as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Burlington position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 11 Burlington shares in Q1 2021, an estimated $3K.
  • Regent Peak Wealth Advisors first reported a position in Burlington in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Burlington position peaked at $3K in Q4 2020.
  • 472 funds tracked by Wall St. Rank held Burlington as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.