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Wetzel Investment Advisors’s Burlington BURL Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-13
Closed -$3.02K – 226
2024
Q2 		$3.02K Hold
13
– – ﹤0.01% 676
2024
Q1 		$2.33K Hold
13
– – ﹤0.01% 816
2023
Q4 		$3K Buy
+13
New +$1.94K ﹤0.01% 765

Other funds holding BURL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wetzel Investment Advisors's BURL Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Burlington (BURL) in Q3 2024, closing a stake of 13 shares — an estimated $3.02K sold.

Wetzel Investment Advisors first reported a position in BURL in Q4 2023 and held it in 3 quarters. The position peaked at $3.02K in Q2 2024. 574 funds tracked by Wall St. Rank hold BURL as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Burlington position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 13 Burlington shares in Q3 2024, an estimated $3.02K.
  • Wetzel Investment Advisors first reported a position in Burlington in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Burlington position peaked at $3.02K in Q2 2024.
  • 574 funds tracked by Wall St. Rank held Burlington as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.