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Strategic Wealth Partners’s Burlington BURL Stock Holding History

Strategic Wealth Partners’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
-3,227
Closed -$941K – 258
2021
Q4 		$941K Buy
+3,227
New +$907K 0.18% 146

Other funds holding BURL

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Strategic Wealth Partners's BURL Position: Q1 2022 in Review

Strategic Wealth Partners sold out of Burlington (BURL) in Q1 2022, closing a stake of 3,227 shares — an estimated $941K sold.

Strategic Wealth Partners first reported a position in BURL in Q4 2021 and held it in 1 quarter. The position peaked at $941K in Q4 2021. 429 funds tracked by Wall St. Rank hold BURL as of Q1 2022.

  • Strategic Wealth Partners reported no remaining Burlington position as of Q1 2022 after selling out during the quarter.
  • Strategic Wealth Partners sold 3,227 Burlington shares in Q1 2022, an estimated $941K.
  • Strategic Wealth Partners first reported a position in Burlington in Q4 2021 and held it in 1 quarter.
  • Strategic Wealth Partners's Burlington position peaked at $941K in Q4 2021.
  • 429 funds tracked by Wall St. Rank held Burlington as of Q1 2022.

Based on Strategic Wealth Partners's 13F filing for Q1 2022, filed 19 May 2022.