WA
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Wealth Alliance’s Burlington BURL Stock Holding History

Wealth Alliance’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
2026
Q1 		$238K Buy
+732
New +$224K 0.02% 489
2022
Q1 		– Sell
-709
Closed -$207K – 447
2021
Q4 		$207K Sell
709
-64
-8% -$18K 0.04% 423
2021
Q3 		$219K Buy
773
+9
+1% +$2.88K 0.05% 386
2021
Q2 		$246K Sell
764
-16
-2% -$5.09K 0.06% 368
2021
Q1 		$233K Buy
780
+6
+0.8% +$1.63K 0.07% 347
2020
Q4 		$202K Buy
+774
New +$172K 0.06% 368
2020
Q3 		– Sell
-1,181
Closed -$233K – 318
2020
Q2 		$233K Buy
+1,181
New +$222K 0.09% 262

Other funds holding BURL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return