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U.S. Capital Wealth Advisors’s Burlington BURL Stock Holding History

U.S. Capital 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
Q1 		– Sell
-197
Closed -$39.9K – 766
2022
Q4 		$39.9K Buy
+197
New +$31.5K ﹤0.01% 933

Other funds holding BURL

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
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 International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

U.S. Capital Wealth Advisors's BURL Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Burlington (BURL) in Q1 2023, closing a stake of 197 shares — an estimated $39.9K sold.

U.S. Capital Wealth Advisors first reported a position in BURL in Q4 2022 and held it in 1 quarter. The position peaked at $39.9K in Q4 2022. 439 funds tracked by Wall St. Rank hold BURL as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Burlington position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 197 Burlington shares in Q1 2023, an estimated $39.9K.
  • U.S. Capital Wealth Advisors first reported a position in Burlington in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Burlington position peaked at $39.9K in Q4 2022.
  • 439 funds tracked by Wall St. Rank held Burlington as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.