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SYSTM Wealth Solutions’s Burlington BURL Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-13
Closed -$3.02K – 707
2024
Q1 		$3.02K Hold
13
– – ﹤0.01% 873
2023
Q4 		$2.53K Buy
+13
New +$1.94K ﹤0.01% 930
2023
Q1 		– Sell
-7,257
Closed -$1.47M – 474
2022
Q4 		$1.47M Buy
+7,257
New +$1.16M 0.18% 155

Other funds holding BURL

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SYSTM Wealth Solutions's BURL Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Burlington (BURL) in Q2 2024, closing a stake of 13 shares — an estimated $3.02K sold.

SYSTM Wealth Solutions first reported a position in BURL in Q4 2022 and held it in 3 quarters. The position peaked at $1.47M in Q4 2022. 514 funds tracked by Wall St. Rank hold BURL as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Burlington position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 13 Burlington shares in Q2 2024, an estimated $3.02K.
  • SYSTM Wealth Solutions first reported a position in Burlington in Q4 2022 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Burlington position peaked at $1.47M in Q4 2022.
  • 514 funds tracked by Wall St. Rank held Burlington as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.