TCI Wealth Advisors’s Burlington BURL Stock Holding History

TCI 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
2023 Q2	–	Sell	-12	Closed	-$2.43K	–	501
2023 Q1	$2.43K	Buy	12 +1	+9%	+$219	﹤0.01%	1917
2022 Q4	$2.23K	Buy	11 +3	+38%	+$479	﹤0.01%	1950
2022 Q3	$1K	Buy	8 +2	+33%	+$291	﹤0.01%	2043
2022 Q2	$1K	Buy	6 +3	+100%	+$543	﹤0.01%	2099
2022 Q1	$1K	Sell	3 -13	-81%	-$2.85K	﹤0.01%	2069
2021 Q4	$5K	Hold	16	–	–	﹤0.01%	1628
2021 Q3	$5K	Hold	16	–	–	﹤0.01%	1556
2021 Q2	$5K	Buy	16 +5	+45%	+$1.59K	﹤0.01%	1409
2021 Q1	$3K	Buy	11 +8	+267%	+$2.17K	﹤0.01%	1495
2020 Q4	$1K	Hold	3	–	–	﹤0.01%	1341
2020 Q3	$1K	Hold	3	–	–	﹤0.01%	1281
2020 Q2	$1K	Hold	3	–	–	﹤0.01%	1212
2020 Q1	$0	Buy	+3	New	+$632	﹤0.01%	1496
2018 Q4	–	Sell	-3	Closed	–	–	1459
2018 Q3	$0	Buy	+3	New	+$479	﹤0.01%	1469
2016 Q4	–	Sell	-24	Closed	-$2K	–	1364
2016 Q3	$2K	Buy	+24	New	+$1.86K	﹤0.01%	947

Other funds holding BURL

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

TCI Wealth Advisors's BURL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Burlington (BURL) in Q2 2023, closing a stake of 12 shares — an estimated $2.43K sold.

TCI Wealth Advisors first reported a position in BURL in Q3 2016 and held it in 15 quarters. The position peaked at $5K in Q4 2021. 426 funds tracked by Wall St. Rank hold BURL as of Q2 2023.

TCI Wealth Advisors reported no remaining Burlington position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 12 Burlington shares in Q2 2023, an estimated $2.43K.
TCI Wealth Advisors first reported a position in Burlington in Q3 2016 and held it in 15 quarters.
TCI Wealth Advisors's Burlington position peaked at $5K in Q4 2021.
426 funds tracked by Wall St. Rank held Burlington as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.