AG
FULT icon

Algert Global’s Fulton Financial FULT Stock Holding History

Algert Global’s Portfolio FULT Stock Details FULT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-18,006
Closed -$306K – 1326
2024
Q2 		$306K Buy
+18,006
New +$292K 0.01% 1108
2022
Q3 		– Sell
-25,127
Closed -$363K – 1226
2022
Q2 		$363K Hold
25,127
– – 0.03% 865
2022
Q1 		$418K Buy
+25,127
New +$449K 0.03% 870
2020
Q1 		– Sell
-11,071
Closed -$193K – 448
2019
Q4 		$193K Buy
+11,071
New +$188K 0.06% 317

Other funds holding FULT

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Algert Global's FULT Position: Q3 2024 in Review

Algert Global sold out of Fulton Financial (FULT) in Q3 2024, closing a stake of 18,006 shares — an estimated $306K sold.

Algert Global first reported a position in FULT in Q4 2019 and held it in 4 quarters. The position peaked at $418K in Q1 2022. 297 funds tracked by Wall St. Rank hold FULT as of Q3 2024.

  • Algert Global reported no remaining Fulton Financial position as of Q3 2024 after selling out during the quarter.
  • Algert Global sold 18,006 Fulton Financial shares in Q3 2024, an estimated $306K.
  • Algert Global first reported a position in Fulton Financial in Q4 2019 and held it in 4 quarters.
  • Algert Global's Fulton Financial position peaked at $418K in Q1 2022.
  • 297 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2024.

Based on Algert Global's 13F filing for Q3 2024, filed 12 Nov 2024.