VisionPoint Advisory Group’s Burlington BURL Stock Holding History

VisionPoint Advisory Group’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 Q3	–	Sell	-65	Closed	-$10.2K	–	712
2023 Q2	$10.2K	Buy	+65	New	+$11.2K	﹤0.01%	396

Other funds holding BURL

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

VisionPoint Advisory Group's BURL Position: Q3 2023 in Review

VisionPoint Advisory Group sold out of Burlington (BURL) in Q3 2023, closing a stake of 65 shares — an estimated $10.2K sold.

VisionPoint Advisory Group first reported a position in BURL in Q2 2023 and held it in 1 quarter. The position peaked at $10.2K in Q2 2023. 413 funds tracked by Wall St. Rank hold BURL as of Q3 2023.

VisionPoint Advisory Group reported no remaining Burlington position as of Q3 2023 after selling out during the quarter.
VisionPoint Advisory Group sold 65 Burlington shares in Q3 2023, an estimated $10.2K.
VisionPoint Advisory Group first reported a position in Burlington in Q2 2023 and held it in 1 quarter.
VisionPoint Advisory Group's Burlington position peaked at $10.2K in Q2 2023.
413 funds tracked by Wall St. Rank held Burlington as of Q3 2023.

Based on VisionPoint Advisory Group's 13F filing for Q3 2023, filed 6 Dec 2023.