Wealthfront Advisers
BURL icon

Wealthfront Advisers’s Burlington BURL Stock Holding History

Wealthfront Advisers’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 		$5.22M Buy
16,043
+5,026
+46% +$1.54M 0.01% 409
2025
Q4 		$3.18M Sell
11,017
-474
-4% -$129K 0.01% 507
2025
Q3 		$2.92M Sell
11,491
-1,020
-8% -$277K 0.01% 509
2025
Q2 		$2.91M Sell
12,511
-1,841
-13% -$438K 0.01% 486
2025
Q1 		$3.42M Sell
14,352
-851
-6% -$221K 0.01% 424
2024
Q4 		$4.33M Buy
15,203
+981
+7% +$265K 0.01% 357
2024
Q3 		$3.75M Buy
14,222
+7,198
+102% +$1.86M 0.01% 377
2024
Q2 		$1.69M Buy
7,024
+3,746
+114% +$771K 0.01% 524
2024
Q1 		$761K Buy
3,278
+16
+0.5% +$3.27K ﹤0.01% 670
2023
Q4 		$634K Buy
3,262
+1,392
+74% +$208K ﹤0.01% 670
2023
Q3 		$253K Sell
1,870
-270
-13% -$43.3K ﹤0.01% 789
2023
Q2 		$337K Sell
2,140
-401
-16% -$68.8K ﹤0.01% 741
2023
Q1 		$514K Buy
2,541
+23
+0.9% +$5.03K ﹤0.01% 655
2022
Q4 		$511K Buy
+2,518
New +$402K ﹤0.01% 627

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