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	–	–	1461
2018 Q3	$0	Buy	+3	New	+$479	﹤0.01%	1470
2016 Q4	–	Sell	-24	Closed	-$2K	–	1365
2016 Q3	$2K	Buy	+24	New	+$1.86K	﹤0.01%	947

Other funds holding BURL

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return