WealthPLAN Partners’s Burlington BURL Stock Holding History

WealthPLAN Partners’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	-6	Closed	-$944	–	421
2023 Q2	$944	Hold	6	–	–	﹤0.01%	1141
2023 Q1	$1.21K	Buy	+6	New	+$1.31K	﹤0.01%	1186

Other funds holding BURL

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WealthPLAN Partners's BURL Position: Q3 2023 in Review

WealthPLAN Partners sold out of Burlington (BURL) in Q3 2023, closing a stake of 6 shares — an estimated $944 sold.

WealthPLAN Partners first reported a position in BURL in Q1 2023 and held it in 2 quarters. The position peaked at $1.21K in Q1 2023. 414 funds tracked by Wall St. Rank hold BURL as of Q3 2023.

WealthPLAN Partners reported no remaining Burlington position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 6 Burlington shares in Q3 2023, an estimated $944.
WealthPLAN Partners first reported a position in Burlington in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Burlington position peaked at $1.21K in Q1 2023.
414 funds tracked by Wall St. Rank held Burlington as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.