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WR Wealth Planners’s Burlington BURL Stock Holding History

WR Wealth Planners’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
Q4 		$3.42K Buy
12
+2
+20% +$540 ﹤0.01% 761
2024
Q3 		$2.63K Sell
10
-1
-9% -$259 ﹤0.01% 852
2024
Q2 		$2.64K Buy
+11
New +$2.26K ﹤0.01% 826

Other funds holding BURL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's BURL Position: Q4 2024 in Review

WR Wealth Planners increased its Burlington (BURL) stake by 20% in Q4 2024, buying an estimated $540 and bringing the position to 12 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

WR Wealth Planners first reported a position in BURL in Q2 2024 and has held it in 3 quarters since. 572 funds tracked by Wall St. Rank hold BURL as of Q4 2024.

  • WR Wealth Planners held 12 shares of Burlington worth $3.42K as of Q4 2024.
  • WR Wealth Planners bought 2 Burlington shares in Q4 2024, an estimated $540.
  • Burlington made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #761 holding.
  • WR Wealth Planners first reported a position in Burlington in Q2 2024 and has held it in 3 quarters since.
  • 572 funds tracked by Wall St. Rank held Burlington as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.