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Tradition Wealth Management’s Burlington BURL Stock Holding History

Tradition Wealth Management’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
2021
Q4 		– Sell
-286
Closed -$81K – 1183
2021
Q3 		$81K Hold
286
– – 0.01% 404
2021
Q2 		$92K Buy
+286
New +$91K 0.01% 408

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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 $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Tradition Wealth Management's BURL Position: Q4 2021 in Review

Tradition Wealth Management sold out of Burlington (BURL) in Q4 2021, closing a stake of 286 shares — an estimated $81K sold.

Tradition Wealth Management first reported a position in BURL in Q2 2021 and held it in 2 quarters. The position peaked at $92K in Q2 2021. 493 funds tracked by Wall St. Rank hold BURL as of Q4 2021.

  • Tradition Wealth Management reported no remaining Burlington position as of Q4 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 286 Burlington shares in Q4 2021, an estimated $81K.
  • Tradition Wealth Management first reported a position in Burlington in Q2 2021 and held it in 2 quarters.
  • Tradition Wealth Management's Burlington position peaked at $92K in Q2 2021.
  • 493 funds tracked by Wall St. Rank held Burlington as of Q4 2021.

Based on Tradition Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.