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Venturi Wealth Management’s Burlington BURL Stock Holding History

Venturi 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
2025
Q1 		– Sell
-268
Closed -$76.4K – 744
2024
Q4 		$76.4K Buy
268
+159
+146% +$43K ﹤0.01% 875
2024
Q3 		$28.7K Buy
109
+16
+17% +$4.14K ﹤0.01% 926
2024
Q2 		$22.3K Sell
93
-14
-13% -$2.88K ﹤0.01% 909
2024
Q1 		$24.8K Buy
107
+22
+26% +$4.49K ﹤0.01% 675
2023
Q4 		$16.5K Buy
+85
New +$12.7K ﹤0.01% 753

Other funds holding BURL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Venturi Wealth Management's BURL Position: Q1 2025 in Review

Venturi Wealth Management sold out of Burlington (BURL) in Q1 2025, closing a stake of 268 shares — an estimated $76.4K sold.

Venturi Wealth Management first reported a position in BURL in Q4 2023 and held it in 5 quarters. The position peaked at $76.4K in Q4 2024. 546 funds tracked by Wall St. Rank hold BURL as of Q1 2025.

  • Venturi Wealth Management reported no remaining Burlington position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 268 Burlington shares in Q1 2025, an estimated $76.4K.
  • Venturi Wealth Management first reported a position in Burlington in Q4 2023 and held it in 5 quarters.
  • Venturi Wealth Management's Burlington position peaked at $76.4K in Q4 2024.
  • 546 funds tracked by Wall St. Rank held Burlington as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.