Sutton Wealth Advisors’s Burlington BURL Stock Holding History

Sutton 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
2022 Q4	–	Sell	-9	Closed	-$1.01K	–	1667
2022 Q3	$1.01K	Buy	+9	New	+$1.31K	﹤0.01%	1293

Other funds holding BURL

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sutton Wealth Advisors's BURL Position: Q4 2022 in Review

Sutton Wealth Advisors sold out of Burlington (BURL) in Q4 2022, closing a stake of 9 shares — an estimated $1.01K sold.

Sutton Wealth Advisors first reported a position in BURL in Q3 2022 and held it in 1 quarter. The position peaked at $1.01K in Q3 2022. 427 funds tracked by Wall St. Rank hold BURL as of Q4 2022.

Sutton Wealth Advisors reported no remaining Burlington position as of Q4 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 9 Burlington shares in Q4 2022, an estimated $1.01K.
Sutton Wealth Advisors first reported a position in Burlington in Q3 2022 and held it in 1 quarter.
Sutton Wealth Advisors's Burlington position peaked at $1.01K in Q3 2022.
427 funds tracked by Wall St. Rank held Burlington as of Q4 2022.

Based on Sutton Wealth Advisors's 13F filing for Q4 2022, filed 7 Nov 2023.