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Turtle Creek Wealth Advisors’s Burlington BURL Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-14
Closed -$2.72K – 284
2023
Q4 		$2.72K Buy
+14
New +$2.09K ﹤0.01% 736

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Turtle Creek Wealth Advisors's BURL Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Burlington (BURL) in Q1 2024, closing a stake of 14 shares — an estimated $2.72K sold.

Turtle Creek Wealth Advisors first reported a position in BURL in Q4 2023 and held it in 1 quarter. The position peaked at $2.72K in Q4 2023. 470 funds tracked by Wall St. Rank hold BURL as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Burlington position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 14 Burlington shares in Q1 2024, an estimated $2.72K.
  • Turtle Creek Wealth Advisors first reported a position in Burlington in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Burlington position peaked at $2.72K in Q4 2023.
  • 470 funds tracked by Wall St. Rank held Burlington as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.