WIM
BURL icon

WealthPlan Investment Management’s Burlington BURL Stock Holding History

WealthPlan Investment 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
2023
Q3 		– Sell
-50
Closed -$7.87K – 185
2023
Q2 		$7.87K Buy
+50
New +$8.58K ﹤0.01% 281

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WealthPlan Investment Management's BURL Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Burlington (BURL) in Q3 2023, closing a stake of 50 shares — an estimated $7.87K sold.

WealthPlan Investment Management first reported a position in BURL in Q2 2023 and held it in 1 quarter. The position peaked at $7.87K in Q2 2023. 413 funds tracked by Wall St. Rank hold BURL as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Burlington position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 50 Burlington shares in Q3 2023, an estimated $7.87K.
  • WealthPlan Investment Management first reported a position in Burlington in Q2 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Burlington position peaked at $7.87K in Q2 2023.
  • 413 funds tracked by Wall St. Rank held Burlington as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.